On March 26, 2026, Creative Planning announced its intention to acquire MASECO.
Creative Planning announced, on March 26, 2026, its intention to acquire MASECO. Under the terms of the transaction MASECO will become part of the Creative Planning Group. Further terms of the deal were not disclosed.
Creative Planning, based in Overland Park, Kansas, is a registered investment advisor offering retirement planning, estate planning, trust services, tax advice and family office services. As of December 2025, Creative Planning has approximately $700 billion in assets under management or advisement.
MASECO, based in London, is a registered investment advisor offering financial planning and investment management. MASECO has over $5 billion in assets under management.
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