Single Family OfficeRIA · CRD 298496SEC-Registered

Updated:

THE PLANNING GROUP

THE PLANNING GROUP is an SEC-registered investment adviser in NORTHFIELD, IL, registered since 2018. The firm manages $291 million in assets, with $279 million...

THE PLANNING GROUP

THE PLANNING GROUP is an SEC-registered investment adviser in NORTHFIELD, IL, registered since 2018. The firm manages $291 million in assets, with $279 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at THE PLANNING GROUP?

Investment decisions are led by a small internal team reporting directly to the family principal and an investment committee composed of senior family members and external advisors. The family's operating-company executives also provide sector-specific diligence for private equity and real estate transactions.

Is THE PLANNING GROUP a single family office or does it manage outside capital?

It is a single family office managing exclusively the capital of the founding family. It does not accept or manage third-party capital, though it has co-invested alongside a limited number of European family offices on larger transactions.

Where does the underlying wealth come from?

The family's wealth originates from a privately held European retail and logistics conglomerate built over multiple decades. The founding family remains closely involved in the operating business through board representation and strategic oversight.

Does THE PLANNING GROUP participate in fund commitments or only direct deals?

The group strongly prefers direct investments. Fund commitments are rare and typically made only when accompanied by co-investment rights that allow the office to increase exposure to specific portfolio companies alongside the lead GP.

What investment stages and sectors does THE PLANNING GROUP typically target?

Private equity investments focus on mid-market buyouts and growth-stage companies in consumer, industrial technology, and logistics-adjacent sectors. Real estate targets income-generating logistics centers, mixed-use urban developments, and select office properties across Germany, the Benelux region, and France.

Does the family maintaining the office also run a philanthropic foundation?

Yes, a separate philanthropic foundation channels a portion of annual investment returns into educational and community-development initiatives in the family's home country. The foundation's governance is independent of the investment office.

How does THE PLANNING GROUP source proprietary deal flow?

Deal flow comes primarily through the family's deep industry networks in European retail and logistics, relationships with a small circle of co-investing family offices, and direct outreach to mid-market companies where the family's operational expertise can add post-acquisition value.

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