History

A legacy of service, stewardship and innovation

Loring, Wolcott and Coolidge traces its roots to the early 1800s, when our ancestors were entrusted with managing the fortunes of some of America's most prominent families. Today, we continue to seek new and better ways to serve our clients, while embracing the ideals of stewardship and service on which our firm was founded.

Nathaniel Bowditch begins to serve as an individual trustee
1817

Nathaniel's son, Jonathan Ingersoll Bowditch, joins his father in the role of individual trustee

1838

Jonathan's son, Alfred Bowditch, joins the Bowditch Office

1864

August Peabody Loring, Sr writes A Trustees Handbook, still used by trustees and students of law

1898

Alfred Bowditch's daughter, Rosamond, marries Augustus Peabody Loring, Jr.

1911

Augustus P. Loring, Jr joins the Bowditch Office managing trusts and estates for wealthy families

1912

Upon Alfred's death, Augustus P. Loring, Jr. takes leadership of the Bowditch Office

1918

Augustus P. Loring, Jr. moves to his father's office at the law firm of Loring, Coolidge, Noble & Boyd

1927

Affiliated with the law firm of Gaston, Snow, Saltonstall, Hunt & Rice, Augustus P. Loring, Jr. and Lawrence Coolidge Sr. establish the Loring, Coolidge Office to operate as the firm's Trust Department

1937

Augustus P. Loring, III merges with Samuel Wolcott's Weld Office. Firms become Loring, Wolcott Office

1955

Lawrence Coolidge, Jr. joins the firm

1962

Peter B. Loring joins the firm

1973

To recognize the firm's founding families, firm changes name to Loring, Wolcott & Coolidge Office

1978

LWC moves to current location at 230 Congress Street

1985

Amy L. Domini joins LWC to cater to clients interested in socially responsible investing

1987

LWC creates Loring, Wolcott & Coolidge Fiduciary Advisors, LLP to allow Trustees to provide investment management and advisory services to accounts for which they do not serve as fiduciaries

1994

Time magazine names Amy Domini to the Top 100 most influential people

2005

LWC names its socially responsible investing arm the Sustainability Group

2008

LWC establishes Loring, Wolcott & Coolidge Trust, LLC to serve as a qualified custodian of client assets

2010

The Sustainability Group of LWC celebrates 25 years of Socially Responsible Investing

2012