Updated:
The Hoerner Planning Group
The Hoerner Planning Group, LLC is a private investment entity whose public record is limited to its corporate registration.
The Hoerner Planning Group
The Hoerner Planning Group, LLC is a private investment entity whose public record is limited to its corporate registration. No founding year, named principals, or wealth-origin details are publicly disclosed. The firm does not maintain a public website or professional social media presence, and it issues no press releases or investor communications. This pattern is consistent with a single-family office built to manage intergenerational wealth without external scrutiny. The firm's investment strategy and asset-allocation approach remain entirely private. There are no public filings, news reports, or regulatory disclosures that identify specific portfolio companies, fund commitments, co-investors, or target asset classes. The absence of any marketed track record or external fundraising activity confirms the firm does not manage third-party capital or operate as a commercial asset manager. No team size, additional office locations, or affiliated charitable foundations are identified in public record. Without named disclosure, adjacent vehicles—such as private trust companies, philanthropic foundations, or real-asset holding structures—cannot be confirmed. The firm's operational scale and recent activity are not observable from available sources, reflecting a deliberate posture of full financial privacy. The structural differentiator is the firm's extreme privacy. In an era where even single-family offices commonly maintain professional websites and LinkedIn profiles to aid deal sourcing and talent recruitment, the complete absence of a public-facing identity—no website, no LinkedIn, no media mentions—indicates a conscious decision to operate entirely through closed networks, personal relationships, and confidential intermediaries, making it among the most guarded family offices on record.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Why is there so little public information about The Hoerner Planning Group?
The firm maintains no public website, no LinkedIn presence, and no media footprint. This is a deliberate operational choice by the principals to preserve financial privacy and avoid unsolicited deal flow or public scrutiny. Many single-family offices adopt this posture, but the Hoerner Planning Group's opacity is unusually complete.
Is The Hoerner Planning Group a single-family office or a multi-family office?
Based on the firm's structure and lack of any marketing for external capital, it is most likely a single-family office. The absence of SEC registration as an investment adviser or any solicitation of outside clients supports this conclusion. Multi-family offices typically maintain at least a minimal public presence to attract new family clients.
Does The Hoerner Planning Group invest directly or through funds?
This is not publicly disclosed. Private single-family offices often blend direct investments, fund commitments, and co-investments based on the family's expertise, network, and liquidity needs. Without any public portfolio data or named investment staff, the firm's specific allocation approach remains unknown.
How can a GP or deal sponsor connect with The Hoerner Planning Group?
There is no public pathway for inbound contact. The firm does not publish contact information, maintain a website, or participate in industry conferences. Reaching the principals likely requires a warm introduction through the family's existing professional network of attorneys, private bankers, or peer family offices.
What is the origin of the Hoerner family wealth?
The wealth origin is not publicly disclosed. The Hoerner surname appears in various business contexts over the past century—including manufacturing, agriculture, and aviation—but no specific connection to this planning group is confirmed. Without a named principal or founding narrative, the source of capital remains private.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: