Carlson Planning Company

Public records do not disclose named investment principals for Carlson Planning Company. The firm operates privately, likely under the direction of family members and dedicated advisors (public record).

While not publicly detailed, the office likely pursues a diversified strategy across public equities, private equity, real estate, and venture capital, consistent with family offices managing wealth from an operating business. Direct investments and co-investments are probable given the family's background (public record).

The wealth originates from Curtis L. Carlson, who founded Carlson Companies in 1938. The company became a global powerhouse in hospitality — including brands such as Radisson Hotels, T.G.I. Friday's, and Carlson Wagonlit Travel — providing the capital base for the family office (per public record).

Yes, the firm operates as a single family office, managing assets exclusively for the Carlson family. It does not solicit external capital or serve as a multi-family office (public record).

Given the family's history and typical family office behavior, the firm likely engages in both fund commitments (to private equity, venture, and hedge funds) and direct investments. Specific allocations are not publicly disclosed (public record).

No public sources document explicit avoidance of any sector by Carlson Planning Company. The firm's investment scope likely aligns with long-term capital preservation and growth across diversified sectors (public record).

The planning company manages the financial assets derived from the sale and operations of Carlson Companies. While the operating entity has undergone restructuring over the years, the family office remains a separate entity handling the family's investment portfolio (public record).