Lifetime Capital Planning Group LLC

Lifetime Capital Planning Group LLC

David L. Cohen founded Lifetime Capital Planning Group in 1995 after building a legal practice focused on estate planning and real estate transactions. The office manages capital generated primarily from those professional earnings and subsequent real estate investments, with a structure typical of a small single-family office. The firm deploys capital primarily across real estate—direct ownership of commercial and residential properties in the New York metropolitan area—private credit instruments, and select hedge fund allocations. It does not maintain a public investment portfolio or disclose specific holdings. Asset-class mix covers at least real estate, private credit, and marketable securities. Deal sourcing relies on Cohen's professional network and direct negotiations. Total deployment and team size are not publicly disclosed. No additional offices beyond the New York headquarters have been identified. The office does not operate a separately branded philanthropic foundation or adjacent vehicles such as a family foundation, based on available public records. A structural differentiator is the firm's small, tightly controlled mandate—Cohen maintains full investment authority, with no external investment committee or advisory board. This model limits scalability but offers speed and discretion in asset acquisition and disposition.