Creative Planning, a registered investment adviser (RIA), has announced that MASECO, an established RIA in London, will become part of the Creative Planning group, subject to regulatory approval. The acquisition will add 123 employees and more than $5 billion in assets under management.
Founded in 2008 during the global financial crisis, MASECO was created to help internationally mobile families navigate the complexities of cross-border wealth management by creating tax-efficient investment solutions across the United States and United Kingdom, serving American families living abroad, with the ability to introduce clients to custodians located in the United States, United Kingdom or offshore.
