The Connable Office
Trust services to help protect and preserve family legacies through holistic planning and wealth management.
The Connable Office
Trust services to help protect and preserve family legacies through holistic planning and wealth management.
About Us
A Tradition of Trust
The Connable Office joined Cresset in 2024. A multi-family office operating as a State of Michigan chartered trust bank, the Connable Office serves a limited number of multi-generational client families with high-touch service, customized to each family’s needs. The Connable Office approaches wealth management and planning from a comprehensive perspective that helps to preserve the foundations of the past and protects legacies for the future.
Established in the late 1800s, the Connable Office grew from the forward-looking and service-oriented mindset of its founding family. This focus on the future growth, preservation, and legacy of a single family formed the foundation for the deeply personal approach to client service and wealth management delivered across the generations.
Today, the Connable Office continues to carry forward its 125-year-old tradition with the goal of delivering an unparalleled level of personal service to every client family.
Our Team
Bradley E. Weller | Chief Fiduciary Officer at The Connable Office
Our history has shaped and formed who we are today, giving us the ability to grow alongside each new generation of clients.
Our Approach
At the Connable Office, we develop deeply personal relationships with our clients and examine each client family through a holistic, multi-generational lens.
Investment Management
Customized portfolios designed with a long-term, global perspective, aligned with each family’s goals and values.
Trust & Estate Administration
Comprehensive guidance through every stage of life and legacy and coordination with trust legal counsel.
Financial & Personal Advisory
Personalized financial management and support for every aspect of family life.
Tax Planning & Compliance
Sophisticated strategies and ongoing oversight to help preserve wealth and ensure compliance.
Philanthropy & Foundation Services
Helping families design and manage foundations and other charitable solutions to unite generations around shared purpose.
Business & Real
Estate Consulting
Professional insight and oversight for closely held companies and significant real estate holdings.
Retirement Planning
& IRA Services
Fiduciary management of traditional, Roth, and inherited IRAs with personalized strategies.
Contact Us
The Connable Office serves a limited number of client families on a highly confidential basis. To contact our office, please complete the form below. Your information will be used solely for communication between you and our office.
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