Family Office

Big Plan Holdings

Tara Joseph | Co-Founder and CFO | Founder and CEO | tara@bigplanholdings.com Josh Joseph | Founder and CEO | Founder and CEO | josh@bigplanholdings.com Kevin Smart | VP of Business Development | Founder and CEO | kevin@bigplanholdings.com Katelin Ford | Vice President of Operations | Founder and CEO | katelin@bigplanh

Headquarters
Nashville, Tennessee
Asset classes & sectors
acquisitionAll SectorsCommercialConsumer GoodsConsumer ServicesHealthcareReal AssetsResidential

Decision-makers

Kevin Smart
VP of Business Development
Eric Russell
Chief Investment Officer
Sean Marshall
Chief Operating Officer, Principal + General Counsel / President of BPH Hospitality
Sydni Joseph
Co-Founder
Michael Mook
Principal and Chief Strategy Officer
Josh Joseph
Founder and CEO
Sophie Joseph
Co-Founder / President of the Joseph Family Foundation
Tara Joseph
Co-Founder and CFO
Katelin Ford
Vice President of Operations
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