Comprehensive Planning

The San Francisco Giants Major League Baseball franchise is the firm's most significant known holding. Charles B. Johnson led the acquisition of the team in 1992 for $100 million, preventing a move to Florida. The franchise is now valued at roughly $3.7 billion by Forbes. The team operates as an independently managed business, but Comprehensive Planning holds the controlling equity stake.

Charles B. Johnson's wealth stems from Franklin Resources, the parent company of Franklin Templeton Investments. Johnson took the company public in 1971 and served as its chairman and CEO for decades. The family retains a significant equity stake in the publicly traded firm, which manages over $1.4 trillion in assets. This public-market liquidity funds Comprehensive Planning's private investments.

In March 2022, Greg Johnson, son of Charles B. Johnson, was named chairman of the San Francisco Giants, replacing his father in that role. Charles Johnson retains the title of chairman emeritus. This move formalizes a generational shift in control over the family's most visible asset. It suggests a broader succession underway inside the family office.

The office's known investment posture is concentrated and direct rather than diversified across fund commitments. The San Francisco Giants dominate the known portfolio. Real estate holdings have been referenced in public records. There is no public evidence of a broad venture capital or fund-of-funds program, making this office structurally distinct from multi-strategy allocators.

Charles B. Johnson is 91 years old and has stepped back from the chairmanship of the Giants, handing that role to his son Greg. He remains chairman emeritus of the franchise. The extent of his current involvement in day-to-day investment decisions at Comprehensive Planning is not publicly disclosed, but the 2022 governance change signals a clear shift toward the next generation.

The Johnson family maintains a separate philanthropic vehicle, the Charles B. Johnson Foundation, which focuses on education, health, and youth programs. The foundation is legally distinct from Comprehensive Planning and from the San Francisco Giants. Public tax filings indicate consistent giving in the tens of millions annually. The family office itself does not publicly frame investments through a philanthropic lens.

No public sale of a controlling stake has occurred since the 1992 acquisition. In 2022, the governance transfer to Greg Johnson did not involve a sale of equity. Minority interests have occasionally been sold to select investors, but the Johnson family, through Comprehensive Planning, remains the largest shareholder in the franchise.