At Creative Resources, our Family Office Suite delivers a boutique experience with institutional depth—designed to simplify the complexity of wealth and empower generations.

Our tiered service model offers increasing levels of support, from foundational financial oversight to comprehensive multigenerational planning. Whether you're a first-generation wealth creator or a seasoned investor managing legacy assets, we tailor our services to your evolving needs.

Clients in our Foundation Tier receive core services such as a written comprehensive financial plan, bill pay and cash flow management, net worth aggregation and reporting, and preferred access to our investment advisory platform. As needs become more complex, higher-tier clients benefit from collaborative planning with tax and legal professionals, custom reporting dashboards, and strategic family governance solutions—all delivered with the utmost discretion, precision, and care.

Our mission is simple: to help you live fully, give generously, and build a legacy that lasts.