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.
Family Office Services to Support Your Unique Needs
1,600+
Ultra-affluent clients with more than $10M (average AUM of $25M)
$325B+
In combined assets under management or advisement by Creative Planning and its affiliates as of June 30, 2024*
90+
Countries served worldwide
Awards & Recognition
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.
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.
