Family Office

Big Plan Holdings

Headquarters

Nashville, Tennessee

Website

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

Members only

See who to reach, how you're connected, the check sizes, and the full mandate — across Big Plan Holdings and 500k+ investors and LPs.