Multi Family Office

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

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.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classLive OSINT deal alerts
Start your free trial

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo