Family Office

Serving founders, C-suite executives, entrepreneurs, professional athletes, venture capitalists and other ultra-high-net-worth families looking for scalable solutions to simplify and manage their complex wealth needs.

Experience a Comprehensive, Sophisticated Approach to Managing 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. From private market investments and asset protection to philanthropic gifting and legacy planning, we have the sophistication and expertise to support your wealth.

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Family Office Services to Support Your Unique Needs

Ultra-Affluent Wealth Management

Strategic Tax Services

Outsourced Accounting & Bill Pay

Values-Aligned Investing

Asset Protection

Liquidity & Exit Planning

Valuations

1,600+

Ultra-affluent clients with more than $10M (average AUM of $22M)

$354B+

In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2024*

90+

Countries served worldwide

*Industry disclaimer information

Awards & Recognition

*Disclosure information

Top RIA Firms 2019-2024

Awarded each September based on data from a 12-month period through June 30.

Charitable Champion 2023-2024

Awarded each July based on activities from a 12-month period through December 31.

Top RIA Firms 2024

Awarded each July based on data from a 12-month period through December 31.

Ultra-Affluent Wealth Management

Custom wealth and investing strategies managed in a coordinated matter to grow and protect your wealth.

Wealth Transfer

Protecting the financial future of your heirs while helping them grow wealth responsibly.

Legacy Planning

Smart tax strategies to help you keep more of what’s yours.

Family Governance

Aligning family and business governance with long-term goals to preserve wealth and foster positive family relationships.

Charitable Planning

Designing a tax-efficient giving strategy to make a greater impact on the causes you wish to support.

Values-Aligned Investing

Incorporating socially conscious and values-driven strategies into all aspects of your financial plan.

Liquidity and Exit Planning

Maximizing business value and aligning your exit strategy and goals to support future opportunities.

Outsourced Accounting & Bill Pay

Have confidence knowing your personal financial statements and bills are handled with timeliness and precision.

Asset Protection

Providing a customized strategy specifically designed to help protect your assets and provide security to the next generation of your family.

Strategic Tax Services

Minimizing your tax burden and maximizing potential returns as we evaluate all areas for tax efficiency.

Valuations

Providing professionally prepared business valuation reports that aid owners in making succession plans.

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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.

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