Creative Planning announced that MASECO LLP will join its group, marking a significant step in expanding its international presence. The London-based firm brings more than $5 billion in assets under management and 123 employees, strengthening Creative Planning’s capabilities in cross-border wealth management.
Founded in 2008, Maseco Private Wealth focuses on advising U.S. citizens and internationally mobile families, offering integrated financial planning and investment solutions tailored to complex tax and regulatory environments across jurisdictions. The firm serves more than 1,300 high-net-worth and ultra-high-net-worth clients.
The acquisition, which remains subject to regulatory approval, aligns with Creative Planning’s strategy to scale its global footprint and enhance its integrated wealth management platform. The combined organization aims to deliver a coordinated suite of services, including financial planning, investment management, retirement and estate planning, tax advisory, trust services, and family office solutions.
This transaction represents Creative Planning’s second international deal, following its acquisition of Switzerland-based Baseline Wealth Management Ltd. earlier this year. The firm continues to expand both domestically and globally, leveraging acquisitions to broaden its client base and service offerings.
Advisors on the transaction included Spencer House Partners and Houlihan Lokey as M&A advisors, with Paul Weiss and Herbert Smith Freehills Kramer serving as legal counsel.
Creative Planning and its affiliates manage approximately $700 billion in assets under management or advisement as of the end of 2025, operating across all 50 U.S. states and serving clients in more than 90 countries.
KEY QUOTES:
“We’re thrilled to have MASECO join Creative Planning. Their planning-led approach, client-first culture and expertise in integrating U.S., UK and offshore financial solutions align perfectly with Creative Planning’s philosophy. This acquisition will extend our growing international footprint and expands our ability to deliver Creative Planning’s integrated wealth management model to more clients around the world, providing a fully coordinated platform of financial planning, investment management, retirement and estate planning, trust and tax services, and family office solutions.”
Peter Mallouk, President And CEO, Creative Planning
“MASECO was founded as a planning-led, highly tax-aware wealth management firm designed so that investment management and financial planning work seamlessly together with the aim of delivering superior outcomes for U.S. and internationally mobile clients. Creative Planning shares a similar philosophy, fiduciary culture, evidence-based approach to investing, and commitment to delivering a truly integrated wealth management experience for clients. By combining MASECO’s cross-border expertise with Creative Planning’s scale, technology and global capabilities, we believe we can not only continue delivering the high level of service our clients expect but also raise the standard of advice and broaden the range of services available to U.S. citizens and international families living outside the United States.”
Josh Matthews And James Sellon, Co-Founders And Managing Partners, MASECO LLP
