Houlihan Lokey Advises MASECO Private Wealth

Houlihan Lokey is pleased to announce that MASECO Private Wealth (MASECO), an established registered investment advisor (RIA) in London, England, with approximately $5.4 billion in assets under management, has agreed to be acquired by Creative Planning, LLC, one of the nation’s largest RIAs.

Founded in 2008 and headquartered in London, England, MASECO was created to help internationally mobile families navigate the complexities of cross-border wealth management, such as creating tax-efficient fund structures across the U.S. and U.K., working with regulators on behalf of American families abroad, and integrating U.S., U.K., and offshore custody. The firm specializes 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 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 has approximately $700 billion in assets under management or advisement as of December 31, 2025.

This is Creative Planning’s second international acquisition, following the acquisition of Swiss-based Baseline Wealth Management in January, underscoring the heightened interest in international expansion from U.S. RIAs.

The transaction is expected to close in the second quarter of 2026.

Houlihan Lokey served as financial advisor to MASECO.

RELATED: Asset and Wealth Management, Mergers & Acquisitions