Family Office and Wealth Management Services for the Ultra-Affluent
Providing highly customized investment portfolios and wealth strategies, Creative Planning’s Ultra-Affluent Team provides solutions to simplify and manage your complex wealth needs. From navigating large taxable events to managing wealth transfer to future generations, our in-house team will work to seamlessly optimize each situation.
Sophisticated Solutions for All Your Wealth Needs
Private Investments
Family Governance
Legacy Planning
Lending Services
Generational Wealth Transfer
CFO Services
Expat Financial Planning
Liquidity and Exit Planning
2,200+
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
OUR INVESTMENT PHILOSOPHY
Maximize Your Investments With Private Markets
As part of our investing philosophy, you'll receive a custom portfolio designed to be as tax-efficient as possible that we'll rebalance and tax-loss harvest throughout the year. We'll also include private markets to further diversify your portfolio. Because of our size, Creative Planning has been able to negotiate access to many private investments we believe to be among the best available, at exclusive pricing.
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.
Family Office Services to Optimize Your Life
Creative Planning Insights
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.
