POWER PLANS

POWER PLANS

POWER PLANS was established to manage the proceeds of a substantial industrial business sale by a family whose identity remains private. The firm is structured as a single family office, consolidating investment oversight and wealth planning for the principals. Its founding coincided with the exit from an operating company, a common catalyst for formalizing family capital management. The office pursues a multi-asset strategy centered on direct real estate acquisitions, private equity fund commitments, and a core public equities allocation. Real estate activity targets value-add commercial properties, historically concentrated in secondary US markets where the family's operational background provides sourcing advantages. In private equity, POWER PLANS participates as a limited partner in middle-market buyout and growth equity funds, occasionally evaluating co-investment opportunities alongside trusted general partners. The public portfolio is managed with a long-only, low-turnover orientation favoring dividend-paying equities and select index exposures. Leadership and staff details are not publicly disclosed. The firm maintains a deliberately low profile, with no marketing presence or media engagement. Investment decisions are made by an internal investment committee composed of family members and, when applicable, a small number of dedicated investment professionals. Philanthropic activities, if any, are not separated into a distinct foundation structure based on available public record. POWER PLANS' structural differentiator is its post-liquidity architecture: it manages a pool of capital with no external fundraising pressure and no defined duration, allowing it to hold real estate assets and illiquid fund interests across cycles without a forced disposition timeline. This permanent capital base, derived from a single-source liquidity event, shapes a patient balance-sheet approach distinct from institutional fund managers.