Mr. Carlson is the founder of Carlson Fiduciary and has been involved in the financial and securities markets for over 25 years. Mr. Carlson is a licensed attorney and has recovered millions of dollars for his clients over the years through litigation, arbitration, and mediation. At the insistence of litigation clients who valued his expertise and integrity, Mr. Carlson transitioned his practice toward trust administration and family office services, providing those clients with a fresh alternative to the options previously available to them for management of their wealth and assets.

Mr. Carlson has since managed family assets applying an active approach to wealth and asset management. Mr. Carlson has served as the president and director of multiple client-owned corporations, facilitating thorough top-down review of performance, overseeing and implementing restructuring, and increasing asset profitability.

Mr. Carlson has directed and overseen the restructuring of existing trusts to address tax avoidance issues and correct waste resulting from years of relaxed oversight. Mr. Carlson has overseen the purchase and sale of residential and investment properties and the streamlining of property management policies to reduce risk and increase the profitability arising from property ownership.