About Us

Building relationships of trust.

The Loring, Wolcott & Coolidge Office is a multi-family office dedicated to earning our clients' trust by providing solutions that address their diverse wealth management needs.

Loring, Wolcott & Coolidge has a long history of trusteeship. Our trustees share a personal commitment to helping clients achieve their financial objectives. They are supported in this mission by a team of professionals with expertise in a range of disciplines. Trustees work collaboratively with this team to provide a broad array of services, from investment management and estate planning to charitable gift planning and tax preparation.

Loring, Wolcott & Coolidge has kept pace with advances in wealth management strategy and technology. Yet our mission has never changed: To serve as trusted advisors our clients can rely on for experienced, independent guidance.