Creative Planning Expands Globally with Maseco Acquisition

0:00Creative Planning, the Big Wealth Management firm from Overland Park. Just announced plans to buy London-based Maseco, LLP. This marks their second international expansion, adding 123 employees and over $5 billion in assets under management if, regulators approve the deal. Maseco got started in 2008 and focuses on cross-border financial help for families who live and work around the world. They specialize in tax smart investments linking the US and UK markets. Company leaders say Maiko's client first mindset and global expertise match perfectly with their own approach. The move lets them roll out full services like financial planning, investments, taxes, trusts, and family office support to even more international clients. It builds on recent buys, including a Swiss welfare firm in January and a Seattle outfit managing $6,060 million in assets. Creative Planning now oversees about $700 billion total.

1:00This acquisition strengthens their global reach and sets them up to handle complex wealth needs across borders. Local news, powered by AI, this is Kansas News Today.