The Connable Office
The Connable Office is a Michigan-chartered trust bank and multi-family office serving a limited roster of ultra-high-net-worth, multi-generational families with investment management, trust and estate administration, tax planning, and holistic wealth advisory services, operating as a subsidiary of Cresset Capital Management since 2024.
- Company typePrivate
- Founded1899
- HeadquartersKalamazoo, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Connable Office does
The Connable Office is a multi-family office operating as a State of Michigan chartered trust bank, headquartered in Kalamazoo, Michigan. Founded in the late 1800s (approximately 1899) by the Connable family, the firm was built around a multi-generational wealth preservation model and has operated continuously for more than 125 years. In 2024 The Connable Office was acquired by Cresset Capital Management, LLC and now operates as a wholly-owned subsidiary under the brand "The Connable Office, a Cresset Company." The firm serves a deliberately limited roster of ultra-high-net-worth, multi-generational families with asset thresholds ranging from $5MM to $500MM+; no customer logos are publicly disclosed, and client acquisition runs on referrals and confidential direct outreach.
The Connable Office firmographics
Firmographics- Name
- The Connable Office
- Legal name
- Connable Office Inc.
- Website
- https://connableoffice.com
- Company type
- Private
- Founded year
- 1899
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Connable Office is a Michigan-chartered trust bank and multi-family office serving a limited roster of ultra-high-net-worth, multi-generational families with investment management, trust and estate administration, tax planning, and holistic wealth advisory services, operating as a subsidiary of Cresset Capital Management since 2024.
- Ownership category
- akta.pro rank
The Connable Office industry classification
Industry- Product category
- Multi-Family Office Wealth Management
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Estate Planning, Trust Structuring & Governance (FSAAADAF)
- akta.pro secondary industries
- Estate & Probate Administration Services (FSAEAKAD), Directed Trust & Trust Advisory Services (FSAAANAK), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Philanthropy, Foundations & Grantmaking Advisory (FSAAADAG), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG)
Keywords
Where The Connable Office is headquartered
LocationHeadquarters
- HQ city
- Kalamazoo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Connable Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management & Advisory Fees: Multi-family office providing comprehensive wealth management services including investment management, trust administration, estate planning, tax planning, and financial advisory to ultra-high-net-worth families. Revenue derived from advisory fees and fiduciary services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based pricing for ultra-high-net-worth families |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The Connable Office product offering
Product offeringCore offering
The Connable Office is a multi-family office operating as a State of Michigan chartered trust bank, delivering wealth management, trust and estate administration, investment management, tax planning, retirement planning, philanthropy, and business and real estate consulting to ultra-high-net-worth multi-generational families. Services are delivered through a holistic, personalized approach under a limited client roster, with each family supported by a coordinated team across fiduciary, investment, tax, and legal disciplines.
Product overview
The Connable Office is a multi-family office operating as a State of Michigan chartered trust bank, offering a comprehensive suite of wealth management and planning services. The unified service portfolio includes Business & Real Estate Consulting, Retirement Planning & IRA Services, Investment Management, Trust & Estate Administration, Financial & Personal Advisory, Tax Planning & Compliance, and Philanthropy & Foundation Services. These services are delivered through a holistic, multi-generational approach to preserve family legacies.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Customized portfolios designed with a long-term, global perspective, aligned with each ultra-high-net-worth family's goals and values. Delivered to client families of The Connable Office multi-family office.
- Trust & Estate Administration Comprehensive guidance through every stage of life and legacy, including coordination with trust legal counsel, for multi-generational client families.
- Tax Planning & Compliance Sophisticated tax strategies and ongoing oversight to help preserve wealth and ensure compliance for ultra-high-net-worth client families.
- Retirement Planning & IRA Services Fiduciary management of traditional, Roth, and inherited IRAs with personalized strategies for client families.
- Financial & Personal Advisory Personalized financial management and personal advisory support covering every aspect of family life for multi-generational clients.
- Business & Real Estate Consulting Professional insight and oversight for closely held companies and significant real estate holdings owned by client families.
- Philanthropy & Foundation Services Helping families design and manage foundations and other charitable solutions to unite generations around shared purpose.
Companies that use The Connable Office
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
The Connable Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Connable Office partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Cresset Capital ManagementcoreThe Connable Office joined Cresset in 2024 as a multi-family office subsidiary. Cresset is a broader wealth management and family office services firm with $78B in Assets Under Management and approximately $173B in Assets Under Advisement. The partnership expands The Connable Office's capabilities and resources while maintaining its 125-year tradition of personalized service.
Scale indicators2 records
Recent moves4 records
Expansion highlights5 records
The Connable Office competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Bessemer Trust is one of the largest U.S. multi-family offices serving ultra-high-net-worth and ultra-wealthy families, offering integrated investment management, trust and estate administration, and family office services — a near-direct comparable to Connable in target client, service mix, and boutique positioning.
- Wilmington Trust: Wilmington Trust (an M&T Bank affiliate) provides wealth advisory, investment management, and trust services to UHNW families and institutions, and is part of a chartered trust company — closely comparable to Connable's status as a state-chartered trust bank offering integrated fiduciary and wealth services.
- Pathstone: Pathstone is an independent, employee-owned multi-family office serving UHNW families with investment advisory, trust and estate, and family office services — a direct comparable to Connable in target segment, integrated service model, and independent-boutique positioning.
- Abbot Downing: Abbot Downing is Wells Fargo's multi-family office brand serving UHNW individuals and families with customized wealth planning, investment management, and trust services — directly comparable to Connable's boutique MFO model, with the added twist of a large-bank parent similar to Connable's relationship with Cresset.
- Pitcairn: Pitcairn is a multi-family office serving UHNW families across generations with investment management, trust and estate services, and family governance — a direct comparable to Connable in target market, multi-generational service model, and integration of fiduciary capabilities.
- Glenmede: Glenmede is an independent, privately held investment and wealth management firm serving UHNW families, foundations, and endowments with discretionary portfolio management, trust services, and multi-family office capabilities — closely aligned with Connable's integrated UHNW model.
- Ascent Private Capital Management: Ascent Private Capital Management, the U.S. Bank wealth unit for UHNW clients, provides integrated wealth planning, investment management, and trust services to affluent families — comparable to Connable as a bank-affiliated boutique MFO serving multi-generational UHNW clients.
Broad incumbents
- Northern Trust: Northern Trust's Wealth Management business serves UHNW families with investment management, trust administration, and family office services at meaningful scale — a broad incumbent offering overlapping capabilities to Connable but serving a much larger, more diversified client base.
- BNY Wealth: BNY Wealth (formerly BNY Mellon Wealth Management) is a large-scale wealth manager providing investment management, trust and estate services, and family office solutions to UHNW clients — overlapping with Connable's service suite but operating at far greater scale as part of a major custodial bank.
- Brown Brothers Harriman (BBH) Wealth Management: BBH's Wealth Management business serves UHNW families with private banking, investment management, and trust and estate services as one of the oldest continuously operating U.S. private banks — a broad incumbent with overlapping services to Connable's integrated UHNW model and a similarly long heritage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
The Connable Office social profiles
Digital presenceThe Connable Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Connable Office leadership team
Management profileNumber of profiles
Profiles6 records
The Connable Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Connable Office M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Connable Office
What does The Connable Office do?
The Connable Office is a multi-family office operating as a State of Michigan chartered trust bank, delivering wealth management, trust and estate administration, investment management, tax planning, retirement planning, philanthropy, and business and real estate consulting to ultra-high-net-worth multi-generational families. Services are delivered through a holistic, personalized approach under a limited client roster, with each family supported by a coordinated team across fiduciary, investment, tax, and legal disciplines.
Is The Connable Office a public or private company?
The Connable Office is a private company. It is classified as corporate owned and is currently operating.
When was The Connable Office founded?
The Connable Office was founded in 1899. It employs 11 to 50 people.
Where is The Connable Office based?
The Connable Office is headquartered in Kalamazoo, United States, in the North America region.
How does The Connable Office make money?
One revenue line is on record: wealth Management & Advisory Fees.
Who are The Connable Office's main competitors?
Direct peers on record are Bessemer Trust, Wilmington Trust, Pathstone, Abbot Downing, Pitcairn, Glenmede and Ascent Private Capital Management. Broad incumbents are Northern Trust, BNY Wealth and Brown Brothers Harriman (BBH) Wealth Management.
Does The Connable Office have an API?
No public API is recorded for The Connable Office.
What industry is The Connable Office in?
The Connable Office's product category is Multi-Family Office Wealth Management. Its primary akta.pro industry code is FSAAADAF, Estate Planning, Trust Structuring & Governance, with a secondary code of FSAEAKAD, Estate & Probate Administration Services. Its NAICS code is 52592 and its SIC code is 8111.