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Thun Financial and Reilly Financial Advisors are now Creative Planning International.

A Wealth of Services

All In-House

Providing investment management and financial planning services for American expats and cross-border families around the world.

Expat family sitting on the bench near the Eiffel tower

Services for American Expats and Cross-Border Families Living Inside and Outside the U.S.

Creative Planning International is a wealth management firm that empowers Americans living abroad to achieve their financial goals. We specialize in helping expats and global families manage their wealth and plan for their financial futures.

Wealth Management

Optimizing your investments, taxes and estate to work together and remain in compliance with international laws.

Financial Planning

Customized expat financial advice with consideration for the unique financial issues faced by global citizens..

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 65 countries.