Trinity Financial Planning

Jeff Fuqua, the founder, serves as the principal and primary decision-maker. Fuqua manages all material allocations without a disclosed investment committee structure, consistent with a concentrated single-family office model. No additional investment partners have been publicly named.

The family office was capitalized in 2005 with proceeds from the sale of the Fuqua family's manufacturing business, which had operated for over a century. Trinity represents a complete transition from industrial operating assets to a financial investment platform, with no remaining operational ties to the original manufacturing entity.

Trinity concentrates its real estate activity in the Sun Belt, with confirmed positions in Texas and the southeastern United States. The portfolio spans multi-family, retail, and industrial properties. The office has not disclosed activity outside the domestic US market.

Trinity uses a hybrid approach: it commits capital as a limited partner in middle-market private equity funds and selectively makes direct minority co-investments alongside fund managers. The office does not typically lead deals or acquire controlling stakes, preferring to operate as a capital partner alongside established sponsors.

Co-investment is a core feature of Trinity's private equity strategy. The office participates in direct deals alongside fund managers it already backs as a limited partner, targeting sectors like industrials and business services that align with the family's original manufacturing expertise. These co-investments are structured on a minority, non-control basis.