Managing every aspect of family wealth
At Loring, Wolcott & Coolidge, we provide families with integrated wealth management solutions that encompass every dimension of their financial lives. Everything we do is focused on a single mission: to help our clients pursue their long-term objectives with confidence.
As a professional family office, we provide stewardship of our clients’ financial legacy over multiple generations.
Estate Planning & Settlement
We develop and implement personalized strategies for achieving clients’ financial goals and for tax-efficient, intergenerational wealth transfer.
We provide planning and guidance to help clients meet a variety of personal financial goals.
We develop gifting strategies that enable clients to support their values, while maximizing tax advantages.