Creative Planning

Key Takeaways Why Families Explore Starting a Family Office When your wealth reaches an institutional scale, your personal financial life naturally transforms into a complex commercial enterprise. Managing a fragmented web of operating companies, sprawling liquid investment portfolios, private equity allocations, real estate holdings, multigenerational trusts and private foun...

OVERLAND PARK, Kan., Aug. 12, 2026 — Creative Planning, one of the nation’s leading independent registered investment advisory firms, today announced a strategic collaboration with Catalis to modernize the Mississippi Affordable College Savings (MACS) Plan. As the MACS Plan’s new investment manager, Creative Planning brings more than 40 years of institutional investment exper...

Key Takeaways Splitting your time between multiple homes in retirement can be the ultimate lifestyle goal. It’s easy to picture winters in Florida, summers at the lake or moving between homes to stay close to family. However, maintaining residences in more than one location introduces sophisticated planning challenges, particularly for a high-net-worth individual or affluent ...

OVERLAND PARK, Kan., August 11, 2026 — Creative Planning, LLC (“Creative Planning”), one of the nation’s largest registered investment advisors (RIAs), is excited to announce that 24 of its wealth advisors have been named to the Forbes Best-in-State Next-Gen Wealth Advisors list for 2026. This honor showcases emerging leaders whose commitment to excellence is helping define ....

Key Takeaways Introduction to Family Office Advisory Services For ultra-high-net-worth (UHNW) families, managing substantial personal wealth eventually shifts from an investment challenge to an operational one. When assets scale across multiple entities, private investments, trusts and business holdings, the sheer volume of administrative and strategic decisions can become ov...