Loring, Wolcott and Coolidge Office

Loring, Wolcott and Coolidge Office

Loring, Wolcott and Coolidge Office was founded in 1937 by Lawrence Coolidge and operates as a multi-family office in Boston. Successive generations of the Loring and Coolidge families have continued as trustees. The firm provides investment management, tax planning, estate administration and philanthropic advisory to several New England family lines. The office allocates across public equities, private equity, hedge funds, private credit and natural resources. It also maintains dedicated vehicles for philanthropic and mission-related investing. Confirmed holdings include direct real estate at 218-230 Congress Street in Boston and oil and gas interests. The firm participates in both direct investments and external fund commitments. Geographic exposure covers North America, Europe and Asia. Sector activity includes ClimateTech, Energy Transition & Renewables, Enterprise Software, AI/ML and Cybersecurity. Assets under management stand at 12914 million USD. The team includes six named partners and trustees. Additional vehicles comprise the Loring and Louise Conant Foundation, Loring Wolcott & Coolidge Charitable Trust-I, Singing Field Foundation and The Mifflin Memorial Fund. No operational events from the last 24 months appear in available records. The firm maintains a trustee governance model in which investment, legal and philanthropic decisions remain inside the same fiduciary entity. This structure reduces separation between asset allocation and estate oversight compared with offices that outsource investment management to external advisors.