This article is based on our research process for our US multi family office list. The list includes the most important United States multi family offices, which manage the fortune of the wealthiest families in the country. For every multi family office, we offer detailed contact details and focus information.
This article will discuss three US multi-family offices headquartered in Michigan. All of the multi-family offices listed in this article can be found on our list of the largest US multi-family offices.
1. The Connable Office
The Kalamazoo-based group is one of the longest-standing multi-family offices based in Michigan, with over 125 years of experience serving families. Connable aims to provide holistic wealth management advice serving to preserve and develop generational wealth. Their services include: investment management, estate planning, financial advisory, tax planning, and real estate consulting.
Founded in 2005, Telemus provides independent financial services including investment and asset management. The Southfield-based group currently have over $3bn assets under management. Their comprehensive approach allows their firm to act as a virtual family CFO including financial advice, asset management, and investment management.
3. Family Capital Management
Family Capital Management is a Michigan-based financial service provider which was founded by Paul Damon in 1999. The Grand Rapids-based group pride itself on providing individualized financial services to its clients. FMC act in accordance with its slogan, “Planning with Purpose”.
Image Source: Damir Kopezhanov (07.03.2023)