Family Office Wealth Management Services and Investment Advisory
Serving founders, C-suite executives, entrepreneurs, professional athletes, venture capitalists and ultra-high-net-worth families who want a family office that makes sense for their real lives, our family office wealth management services integrate investment management, tax planning, estate planning, governance and philanthropy under one coordinated strategy to help preserve, grow and transfer your wealth across generations. These family office wealth management services bring together your entities, trusts, business interests and family governance under a single, highly coordinated wealth strategy designed for complex, ultra-high-net-worth families.
What Are Family Office Wealth Management Services?
Family office wealth management services are dedicated solutions for high-net-worth and ultra-high-net-worth families that coordinate many aspects of your financial life — from investments and tax planning to legacy, governance and administrative support. Unlike traditional wealth management, which often centers on investment accounts, a family office-style approach focuses on coordinating your broader financial ecosystem — entities, trusts, business interests, family governance and administrative support — around your family’s values, long-term objectives and complex balance sheet.
At Creative Planning, our family office wealth management services are designed for families who:
- Want a centralized team to coordinate advisors, entities and assets
- Need sophisticated planning around businesses, private investments and concentrated positions
- Care how wealth decisions affect the next generation and their shared legacy
In practice, these services combine investment management, advanced planning and day-to-day coordination so that your family can make more confident decisions without you having to manage every detail yourself.
Why Families Choose Our Family Office Services
Our approach goes beyond investment management to deliver a comprehensive family office services solution focused on wealth preservation, strategic growth and long-term governance.
Key benefits include:
- Integrated advice – Coordinated investment, tax, estate planning and risk management strategies working toward the same goals
- Personalized structures – Tailored family office services solutions with the option to complement existing advisors where appropriate
- Enhanced privacy and control – Discreet support and clear decision-making frameworks that help protect your information and align family members
- Tax-aware strategies – Ongoing tax optimization across investments, entities and liquidity events to help reduce your lifetime tax liability
- Legacy and impact – Structured planning around succession, philanthropy and family governance to support your long-term vision
- Robust information security – Processes and technology designed to help protect your family’s confidential financial information and help reduce how often you need to share your personal information across multiple providers
Creative Planning serves more than 2,200 ultra-affluent clients, including centimillionaires and billionaires, with average assets under management (AUM) of $22 million per ultra-affluent client. Your dedicated, highly experienced family office team includes your wealth manager and in-house specialists in tax, investing, risk management, estate planning, business services and more.
2,000+
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
How Our Family Office Services Solution Works with Your Family
Strategic wealth preservation and growth
We focus on preserving your family’s wealth while identifying opportunities for tax-efficient growth across public markets, private equity, real estate and other alternative investments based on your risk profile and liquidity needs. You may benefit from:
- Customized asset allocation and risk management strategies tailored to your family
- Investment portfolio diversification to help reduce concentration risk
- Proactive monitoring and regular reviews to adapt to market conditions, tax law changes and family events
For many ultra-high-net-worth families, this includes thoughtful diversification across public markets, private equity, real estate and other alternative investments to balance opportunity and risk over multiple generations.
Coordinated wealth and family governance
Building a lasting legacy is about more than growing assets; it’s about protecting what you’ve built and making thoughtful decisions together. We help you:
- Design family governance structures that clarify roles, decision rights and communication norms
- Align business, investment and estate decisions with shared family values and long-term goals
- Educate and prepare rising generations for responsible stewardship of wealth through structured financial planning and engagement
Comprehensive Family Office Services
Our family office wealth management services are tailored to your specific situation.
Awards and Recognition
Creative Planning has been recognized by independent organizations for its commitment to delivering tailored wealth management solutions. These recognitions reflect our focus on understanding and addressing the complex financial needs of ultra-affluent families. Choosing Creative Planning means working with professionals whose dedication to client service and industry standards has been acknowledged through independent assessments.*
Top RIA Firms 2019-2025
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 2025
Awarded each July based on data from a 12-month period through December 31.
Are Family Office-Style Wealth Management Services Right for You?
Family office wealth management services are typically a fit for ultra-high-net-worth individuals and families with complex financial lives (for example, those with businesses, private investments, concentrated stock positions, multiple entities or global considerations). Whether you’re a first-generation wealth creator or stewarding generational wealth, this type of coordinated service model can provide the expertise and personalized support your situation demands.
In many cases, families start exploring a family office-style solution once they have roughly $10 million or more in investable assets or a web of entities, trusts and businesses that has become difficult to coordinate on their own.
If you’re evaluating whether a single-family office, multi-family office or traditional wealth management model is best for you, we can help you understand:
- The level of coordination your situation requires
- The resources needed to manage your current and future wealth
- The trade-offs between cost, control and administrative responsibility
A single-family office is dedicated solely to one family, while a multi-family office model shares infrastructure and resources across multiple families, which can help reduce costs and administrative burden while still delivering highly personalized support. We’ll walk through the trade-offs between building and staffing your own family office versus leveraging an established multi-family office-style platform so that you can decide which approach makes the most sense for your family’s goals and resources.
Family Office Wealth Management FAQs
Getting Started
Your family office relationship begins with a comprehensive consultation where we take time to understand your unique situation. We’ll:
- Discuss your goals, values and family governance priorities in depth
- Review your current advisors, entities, investments and estate structures
- Identify opportunities to coordinate and streamline services under a unified strategy
Whether you’re exploring family office wealth management services for the first time or transitioning from another provider, our team guides you through each step of the process to make it as smooth as possible, establishing a clear governance and meeting framework so that everyone understands how decisions will be made over time.
Schedule a Private Family Office Consultation
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