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Loring, Wolcott and Coolidge Office Background & Overview 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
Website:
Website:
https://lwcotrust.com/
Year Founded:
1937
Loring, Wolcott and Coolidge Office Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi - Family Office
Loring, Wolcott and Coolidge Office Leadership & Principals
Title:
Email:
Corporate Office:
Boston, MA, United States
Loring, Wolcott and Coolidge Office Portfolio & Notable Allocations
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