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.