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.

Family Office

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.

Financial Advice

We provide planning and guidance to help clients meet a variety of personal financial goals.

Tax Planning & Preparation

Our experienced tax professionals help clients navigate the complexity of tax regulations to achieve both tax efficiency and compliance.

Philanthropic Strategies

We develop gifting strategies that enable clients to support their values, while maximizing tax advantages.