We partner with family offices and privately held businesses.

In today’s self-made era, independent business owners hold the majority of America’s wealth, and the need for strategic financial planning has never been more crucial. That’s why CreativeOne is providing comprehensive planning solutions for privately held businesses.

70+ million boomers control


household wealth


of private businesses


of investable assets

As a financial advisor, you may sometimes feel hesitant to broach the topic of generational planning with their best clients. At CreativeOne, we recognize knowledge barriers, and will equip you with resources to better serve your clients with meaningful planning opportunities.

We have a solve for Investment Advisors & Family Offices.

We empower advisors like you to navigate the complexities of your clients’ lifelong achievements as privately held business owners, allowing you to leave a lasting impact on their families and communities. Our advanced markets team can help you navigate tough conversations and work to meld investment philosophies from advisors, attorneys, and public accountants to achieve client goals.

Privately held businesses need this expertise:

Third-generational planning

Buy-sell, continuity, and succession planning

How to retain key employees

Tax-efficient legacy planning

Family office expertise

Employee stock option plans (ESOP)

Corporate-owned life insurance (COLI)

Bank-owned life insurance (BOLI)

Client-side support

Expertise Matters: Developed Plans for Several S&P 500 Index Firms.

Joel Houser

Vice President, Business Development, Life Division



Here’s how our team of subject-matter specialists can assist you.

We align our strategies with your firm’s philosophies. By working closely with you, your approach and what’s important to your clients, their families, and stakeholders. We ensure that our recommendations seamlessly integrate with your existing processes, to create a cohesive, client-centric experience.

We have a deep understanding of insurance products and can provide you with the insights to address your clients’ insurance concerns with product-agnostic strategies. Whether it’s life insurance as an asset class or leveraging the intrinsic tax-advantages, we have S&P 500 index-level expertise to guide you and your clients through the intricacies of advanced planning.

We understand that some conversations can be difficult to navigate, particularly when it comes to addressing sensitive topics within families. Our experienced team can handle these delicate conversations with you, offering guidance and expertise to ensure that all avenues are vetted and plans include the best-case opportunities to achieve your client’s goals while complementing your firm’s philosophies.

We take a client-centric approach, understanding everyone has unique financial goals and circumstances. Our strategies are not bound by specific products or providers, allowing us to tailor solutions to best suit your clients’ needs and aspirations.

Planning for the future is not just about the present—it’s about creating a lasting legacy and powerful community impact.

Choose a CreativeOne Colleague

S&P 500 Index caliber expertise

Control the conversation and direction

Firm-level generational asset preservation

Empower generational planning conversations

Client-side know-how

Advisory guidance blending into firm philosophies

Advanced market expertise + part of your firm

Take the next step.

Schedule a strategy session with Joel.

Source: Fidelity Institutional

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