Loring, Wolcott and Coolidge Office
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.

Loring, Wolcott and Coolidge Office
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.
General information
Firm type
Multi Family Office
Year founded
1937
AUM
—
Location
Region
North America
Country
—
City
Boston
Corporate office
230 Congress Street
Frequently asked questions
What is Loring, Wolcott and Coolidge Office?
Loring, Wolcott and Coolidge Office is a multi family office headquartered in Boston.
When was Loring, Wolcott and Coolidge Office founded?
Loring, Wolcott and Coolidge Office was founded in 1937.
Where is Loring, Wolcott and Coolidge Office headquartered?
Loring, Wolcott and Coolidge Office is headquartered in Boston, in the North America region.
What does Altss track for Loring, Wolcott and Coolidge Office?
Altss maintains an OSINT-verified profile of Loring, Wolcott and Coolidge Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Loring, Wolcott and Coolidge Office's website?
Loring, Wolcott and Coolidge Office's public website is www.lwcotrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Loring, Wolcott and Coolidge Office?
Loring, Wolcott and Coolidge Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Loring, Wolcott and Coolidge Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Loring, Wolcott and Coolidge Office?
Loring, Wolcott and Coolidge Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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