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January 24, 2026
Creative Planning Receives Strategic Investment From TPG Capital

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- Paul, Weiss is advising Creative Planning, an independent wealth management firm, on a significant minority investment from TPG, which is making the investment through its TPG Capital private equity platform
- Creative Planning and its affiliates manage over $375 billion in assets and operate in all 50 U.S
- states and 90 countries
- The financial terms of the transaction have not been disclosed
- The Paul, Weiss team includes multiple partners and counsel across various practice areas.
Paul, Weiss is advising Creative Planning, a leading independent wealth management firm, in a substantial minority investment from TPG. TPG is investing in the business through TPG Capital, its U.S. and European private equity platform. Creative Planning and its affiliates currently have more than $375 billion in combined assets under management and provide services across all 50 states and 90 countries. Financial terms of the transaction were not disclosed. The Paul, Weiss team is led by corporate partners Ellen Ching and Matthew Abbott, and includes partners Suhan Shim and Matthew Collin, and counsel Nathan Mitchell; tax partner Lindsay Parks and counsel Patrick Karsnitz; antitrust partner Annie Herdman; personal representation partner Alan Halperin; executive compensation partner Lawrence Witdorchic and counsel Jake Glazeski; real estate partner Peter Fisch; intellectual property partner Claudine Meredith-Goujon and counsel Brianna van Kan; antitrust partner Marta Kelly; litigation counsel Audrey Paquet; and environmental counsel William O’Brien.
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