Insights

Legacy Wealth Focus The Connable Office specializes in multi-generational wealth management, offering opportunities to provide advanced estate planning, trust services, and personalized wealth preservation solutions tailored to high-net-worth families seeking legacy safeguarding.

Recent Acquisition Opportunity Following its acquisition by Cresset for 1.6 billion dollars, there is potential to introduce complementary financial products, enhance service offerings, and leverage the expanded platform to attract new high-value clients in the wealth management sector.

Investment Asset Expansion The company actively invests in real estate and healthcare assets, indicating an openness to diversification and alternative investment strategies, which could open doors for asset management and advisory services tailored to institutional or accredited investors.

Tech-Enabled Service Delivery Utilizing cloud platforms like Google Cloud and CRM tools such as Microsoft 365 suggests opportunities for streamlining client engagement, enhancing digital financial planning tools, and adopting innovative fintech solutions to improve client experience.

Market Positioning With a revenue range of 25 to 50 million dollars and a selective client base, there is scope for growth by expanding services into underserved market segments, leveraging the company's longstanding heritage, and positioning as a premium advisory firm for ultra-high-net-worth individuals.

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	100%

The Connable Office, A Cresset Company Email Formats

Example

Percentage

FLast@connableoffice.com

JDoe@connableoffice.com

100%

Frequently Asked Questions

Where is The Connable Office, A Cresset Company's headquarters located?

The Connable Office, A Cresset Company's main headquarters is located at 136 East Michigan Avenue Kalamazoo, Michigan 49007 United States. The company has employees across 2 continents, including North AmericaEurope.

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 April 2026, The Connable Office, A Cresset Company has approximately 26 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: K. C.Chief Investment Officer: L. L.Chief Investment Officer: K. L.. 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

Q: 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).

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.

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