Family Office

Wealth management solutions centered on family goals

At Loring, Wolcott & Coolidge, we are proud of our legacy as a trusted family office serving generations of families. As Trustees, we serve as stewards of family assets, helping clients achieve their financial goals through comprehensive wealth planning that encompasses every facet of their financial lives.

Trustee Relationship

Estate Planning and Trust Services

Estate Planning and Trust Services

Helping ensure a tax-efficient transfer of family wealth

Charitable Giving and Philanthropy

Charitable Giving and Philanthropy

Creating strategies for charitable giving, aligned with client goals

Tax Planning and Preparation

Tax Planning and Preparation

Minimizing the impact of taxes and the stress of filing season

Bookkeeping and Bill Payment Services

Bookkeeping and Bill Payment Services

Handling day-to-day financial tasks, freeing clients to focus on living

Referrals for Professional Services

Referrals for Professional Services

Guiding clients to qualified service professionals to meet a range of needs

Education Planning

Education Planning

Creating plans for funding family members’ education, mindful of tax advantages

Financial Counseling and Budgeting

Financial Counseling and Budgeting

Helping families make sound long-term and short-term financial decisions