FORETHOUGHT PLANNING LLC

The office invests across private real estate, private credit, and healthcare services. The real estate strategy includes direct multifamily and industrial equity in Midwestern and Sun Belt markets. Credit activity covers direct lower-middle-market lending and asset-backed participations. Healthcare investments target specialty physician practice platforms and healthcare PE fund commitments. The office does not publicly disclose a tactical asset allocation or target-return framework.

Forethought Planning does not publicly name any principal, CIO, or investment committee member. The decision-making structure — whether centralized under a single family member, delegated to an internal CIO, or outsourced to an OCIO — is not disclosed. This opacity is characteristic of single-family offices that deliberately avoid institutional marketing.

There is no public evidence that Forethought Planning solicits or participates in co-investment syndicates. The office does not maintain a visible presence in family-office networks, club-deal platforms, or industry conferences. Its posture suggests a preference for proprietary sourcing through regional operating partners and fund-manager relationships rather than peer-to-peer deal sharing.

Forethought Planning LLC should not be confused with registered investment advisory firms using variations of the 'Forethought' name. This entity is structured as a private single-family office, not an SEC-registered RIA or multi-family wealth management platform. It does not offer services to external clients and operates entirely outside the retail and institutional asset-gathering channels.

The portfolio concentrates on the central United States, with known activity in Missouri, Kansas, Texas, and Florida. The real estate book reflects a preference for non-coastal, supply-constrained markets where local operating-partner relationships provide sourcing advantages. No international investment activity has been publicly documented.