Family Office Services to Manage Your Life and Wealth
Creative Planning serves more than 1,600 ultra-affluent clients, including centimillionaires and billionaires. You'll benefit from a dedicated, highly experienced team that includes your wealth manager and in-house specialists in tax, investing, risk management, estate planning, business services and more.
We Help You Resolve Questions About Your:
Ultra-Affluent Wealth Management
Legacy Planning
Family Governance
Strategic Tax Services
Outsourced Accounting & Bill Pay
Asset Protection
Liquidity & Exit Planning
Valuations
Talk With a Partner
Fill out the form to schedule your call. We'll gather some information about your financial and life goals to match you with a partner best suited for your needs.
2,000+
Ultra-affluent clients with more than $10M (average AUM of $22M)
~$700B
In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025*
90+
Countries served worldwide
Awards & Recognition
Top RIA Firms 2019-2025
Awarded each September based on data from a 12-month period through June 30.
Best Wealth Management Firms 2026
Ranking released in February 2026, not based on a specific time period.
Top RIA Firms 2025
Awarded each July based on data from a 12-month period through December 31.
Your Partner for Custom Wealth and Investing Strategies
Managing all aspects of your wealth in a coordinated manner is just as important as building wealth. We work with thousands of high-net-worth and ultra-high-net-worth households to provide custom investment and wealth management services. From private market investments and asset protection to philanthropic gifting and family office services, we have the sophistication and expertise to support your wealth.
A Fiduciary for Your Best Interests
At all times in our relationship, we serve as a fiduciary. That means our goals are always aligned with yours. We advocate for what's most important to you, find ways to simplify complex financial matters and provide a customized wealth strategy unique to you.
- We're an Independent, Private Wealth Management Firm
- We're Not Tied to a Family of Funds or Other Investment Products
- Our Recommendations Are in Your Best Interests
Liquidity and Exit Planning
Planning your business exit deserves the same strategic care you've given to building your enterprise. Creative Planning's wealth transition team of CERTIFIED FINANCIAL PLANNER®️ professionals, CPAs and attorneys guides business owners through this pivotal financial event while protecting their legacy.
We Help You Resolve Questions About Your:
Exit Plan – Maximizing your company’s worth and deal terms
Tax Strategy – Minimizing your liquidity event’s tax burden
Wealth Transition – Post-sale investment and legacy planning
Next Chapter – Philanthropy, family office or new venture
Experience a Comprehensive, Sophisticated Approach to Wealth Management
Creative Planning works with thousands of founders, C-suite executives, entrepreneurs, professional athletes, venture capitalists and other ultra-high-net-worth individuals looking for scalable solutions to simplify and manage their complex wealth needs. From private market investments and asset protection to philanthropic gifting and family office services, we have the sophistication and expertise to support your wealth.
Let's Talk
Meet With a Financial Advisor at a Location Near You
Creative Planning has advisors in just about every major metropolitan area. We look forward to getting to know you.
