TRANSACTION SUMMARY

On 26 March 2026, Creative Planning, one of the largest registered investment advisors in the US, announced the acquisition of MASECO LLP (“MASECO”), the London-based specialist U.S. citizen and international family wealth management firm.

The acquisition will extend Creative Planning’s growing international footprint, adding 123 employees and over $5bn in AUM.

MASECO LLP

MASECO LLP is a highly recognised London-based wealth management firm managing over $5bn in assets for more than 1,300 high-net-worth and ultra-high-net-worth clients. The firm specialises in advising U.S. citizens and international families and provides integrated cross-border financial planning and investment management designed to address the complex tax and regulatory needs of global clients.

CREATIVE PLANNING

Creative Planning, LLC is an independent wealth management firm that provides a financial planning-led investment management approach, retirement planning, estate planning, trust services, tax advice and family office services for individuals as well as business services and institutional money management. Creative Planning and its affiliates have approximately $700bn in assets under management or advisement as of December 31, 2025.

ROLE

SHP acted as financial adviser to MASECO.