Our Firm

Building relationships of trust

As a multi-family office, Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We earn our clients’ trust by providing solutions that meet their needs and reflect their values.

What makes LWC different? We believe it is our unique combination of strengths:

Continuity

LWC Trustees make a career commitment to serving our clients. The result is a degree of insight and a relationship unmatched by institutional firms.

Resources

The exceptional depth and breadth of expertise within LWC enables us to provide comprehensive, integrated strategies and solutions to meet our clients’ diverse financial needs.

Sustainability

Our firm was an early proponent of socially responsible investing and our Sustainability Group remains at the forefront of this investment approach.

Independence

LWC Trustees work only for their clients, assuring objective guidance, based on a clear understanding of client goals.

Service

We provide exceptionally attentive service, anticipating client needs and addressing them proactively with solutions ranging from estate planning to financial planning.

Innovation

We collaborate with clients and their advisors to develop creative and thoughtful tax and estate planning strategies.