The Connable Office
Overview
The Connable Office is a multi-family office based in Kalamazoo, Michigan, offering comprehensive wealth management services. Established in the late 1800s, the firm has a long history of serving multi-generational families, providing services such as investment management, estate planning, fiduciary oversight, philanthropy, tax strategy, and comprehensive succession and governance advisory. In June 2024, The Connable Office was acquired by Cresset Asset Management, expanding its capabilities and resources. The firm's investment focus includes private equity, real estate, and venture capital, with a strategic emphasis on early-stage, growth, late-stage, and buyout investments. Their geographical focus is primarily within the United States, and they have a diverse portfolio spanning various industries, including technology, healthcare, financial services, consumer goods, energy, real estate, manufacturing, retail, media, telecommunications, transportation, education, agriculture, pharmaceuticals, and biotechnology. The Connable Office's investment philosophy centers on preserving and growing family legacies across generations. They approach wealth management from a holistic perspective, examining every facet of their clients' lives to design personalized financial and estate plans. This comprehensive approach aims to protect and enhance the heritage of the past while safeguarding legacies for the future, ensuring long-term prosperity for their client families.
Investment Focus
- Focus on private equity, real estate, and venture capital
- Preference for early-stage, growth, late-stage, and buyout opportunities
- Geographical focus on the United States
- Interest in diverse industries including technology, healthcare, financial services, consumer goods, energy, real estate, manufacturing, retail, media, telecommunications, transportation, education, agriculture, pharmaceuticals, and biotechnology
Portfolio Companies
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Unlock full contacts →Frequently asked questions about The Connable Office
What sectors does The Connable Office invest in?
The Connable Office invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Michigan, United States. The Connable Office is listed as a family office in the ConnectSafely investor database.
What stage does The Connable Office invest at?
The Connable Office backs companies at Early Stage, Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does The Connable Office invest in?
The Connable Office invests across United States.
What companies has The Connable Office invested in?
The Connable Office's portfolio includes Physicians Realty Trust.
Last updated · Source: ConnectSafely investor database
