by Creative Planning | Dec 12, 2013 | Press Room
The middle-aged couple was struggling with the estate plan for their $5 million estate.
They had two teenage children, but one was having behavioral issues. His grades had been slipping and he had recently gotten into trouble over drug and alcohol abuse.
RIA Channel®’s List of Top 100 Wealth Managers (2020)*
Combined assets under management & advisement as of December 31, 2021
Peter Mallouk
President & CEO, Creative Planning
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Providing financial peace of mind across the globe
Combined assets under management & advisement as of December 31, 2021
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