POWER PLANS

The firm's capital originated from the sale of a private industrial company. The founding family monetized an operating business, and the resulting liquidity formed the asset base that POWER PLANS now manages as a single family office. The specific company and transaction details remain private.

POWER PLANS allocates across three primary buckets: direct real estate, where it acquires commercial properties in secondary US markets; private equity, via fund commitments to middle-market buyout and growth strategies; and public equities, managed with a long-only, low-turnover approach. The exact allocation shifts based on family objectives and market conditions.

No. POWER PLANS is a single family office that exclusively manages the assets of the founding family. It does not market to or accept capital from external investors, and it does not operate as a registered investment adviser.

No operating company sits alongside POWER PLANS. The family fully exited the industrial business that generated its wealth. The office functions purely as an investment and wealth management entity, without overlapping operational businesses.

Because the firm manages permanent capital with no external redemption risk or fundraising cycles, it takes a long-duration posture. Real estate assets are held indefinitely until a value-maximizing sale, while private equity commitments are supported without liquidity constraints, allowing participation in funds that extend beyond ten years.