Trustee Relationship

A career commitment to our clients

The relationship between trustee and client is at the center of everything we do at Loring, Wolcott & Coolidge.

Unlike investment firms and bank trust departments where turnover is high, the trustees at Loring, Wolcott & Coolidge make a career commitment to our clients and our firm. This enables them to forge longstanding relationships based on trust and familiarity with each client's goals and priorities. Trustees take the time to fully explore these issues in a relaxed setting, without the stress of billable hours.

Trustees serve as investment managers, as well as trusted advisors addressing a wide range of personal financial concerns. Trustees may be appointed as fiduciaries, entrusted with legal discretion over property held in trust.

As investment advisors, trustees at Loring, Wolcott & Coolidge Office work collaboratively. Regular trustee and investment meetings provide the opportunity to leverage their combined experience and insight to benefit all Loring, Wolcott & Coolidge clients.

Clients have the advantage of a dedicated team supporting their trustee. Each account is assigned two trustees, ensuring clients always have a familiar, trusted advisor available to assist them. Trustees are further supported by a team of professionals with expertise in a range of financial disciplines.