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Loring, Wolcott and Coolidge Office Overview
Type
Multi Family Office
Year Founded
1937
General Information
Loring, Wolcott and Coolidge Office is a multi-family office headquartered in Boston, United States. Founded in 1937, the firm stems from trustees who have managed New England family fortunes for generations. It offers fiduciary, investment management, tax planning and philanthropic services through a trustee-led model focused on long-term stewardship of multi-generational wealth—providing integrated wealth management and estate planning solutions.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Boston, MA, United States
Portfolio & Notable Allocations
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