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