Insights

Established Wealth Management The Connable Office has a long-standing history of serving multi-generational families, indicating a strong client base focused on legacy and estate planning services, which presents opportunities to cross-sell advanced wealth preservation solutions.

Recent Acquisition Expansion Being acquired by Cresset for $1.6 billion in June 2024 suggests significant growth momentum and potential for integrated financial service offerings, making it an ideal partner for firms seeking to expand their wealth management capabilities.

Diverse Service Portfolio With a comprehensive range of services including investment management, estate planning, tax compliance, and foundation administration, there are numerous touchpoints for onboarding clients requiring holistic financial solutions.

Investment Focus The company's recent stake purchase in Physicians Realty Trust indicates an openness to strategic asset investments, opening avenues to offer tailored investment products and real estate opportunities to similar high-net-worth clients.

Technology Utilization Utilizing cloud and web technologies such as Google Cloud, MySQL, and SEO tools demonstrates a modern infrastructure that can support digital outreach and personalized client engagement, presenting opportunities to enhance online marketing and client interaction platforms.

The Connable Office, A Cresset Company Tech Stack

The Connable Office, A Cresset Company uses 8 technology products and services including cdnjs, MySQL, Microsoft 365, and more. Explore The Connable Office, A Cresset Company's tech stack below.

cdnjs

Content Delivery Network

MySQL

Database

Microsoft 365

Google Fonts API

Font Scripts

Google Cloud

Infrastructure As A Service

jQuery Migrate

Javascript Libraries

WP Engine

Platform As A Service

Yoast SEO

Search Engines

The Connable Office, A Cresset Company Email Formats	Example	Percentage
FLast@connableoffice.com	JDoe@connableoffice.com	50%
FLast@connableoffice.com	JDoe@connableoffice.com	50%

The Connable Office, A Cresset Company Email Formats

Example

Percentage

FLast@connableoffice.com

JDoe@connableoffice.com

50%

FLast@connableoffice.com

JDoe@connableoffice.com

50%

Frequently Asked Questions

What is The Connable Office, A Cresset Company's official website and social media links?

The Connable Office, A Cresset Company's official website is connableoffice.com and has social profiles on LinkedIn.

What is The Connable Office, A Cresset Company's NAICS code?

The Connable Office, A Cresset Company's NAICS code is 52 - Finance and Insurance.

How many employees does The Connable Office, A Cresset Company have currently?

As of January 2026, The Connable Office, A Cresset Company has approximately 27 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: K. C.Chief Investment Officer: L. L.President: J. M.. Explore The Connable Office, A Cresset Company's employee directory with LeadIQ.

What industry does The Connable Office, A Cresset Company belong to?

The Connable Office, A Cresset Company operates in the Financial Services industry.

What technology does The Connable Office, A Cresset Company use?

The Connable Office, A Cresset Company's tech stack includes cdnjsMySQLMicrosoft 365Google Fonts APIGoogle CloudjQuery MigrateWP EngineYoast SEO.

What is The Connable Office, A Cresset Company's email format?

The Connable Office, A Cresset Company's email format typically follows the pattern of FLast@connableoffice.com. Find more The Connable Office, A Cresset Company email formats with LeadIQ.

The Connable Office, A Cresset Company

Financial ServicesMichigan, United States11-50 Employees

For 130 years, the Connable Office has served multi-generational families of wealth to help secure their legacy for generations to come. 

We approach wealth management and planning from a comprehensive perspective that preserves the heritage of the past and protects legacies for the future. Our holistic approach includes investment management, estate planning and trust and estate administration, financial and personal advisory, tax planning and compliance, foundation administration, business and real estate consulting, and individual retirement accounts. 

In June 2024, the Connable Office was acquired by Cresset.

Insights

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