Comprehensive Services

Family Office

The Loring, Wolcott & Coolidge Office has served as a trusted family office for several decades. Trustees serve as stewards of family assets, helping families achieve their financial goals through comprehensive wealth planning, integrating investment management with estate planning, tax planning and other facets of a family's financial legacy. We coordinate with other family professional advisors as needed to provide seamless solutions.

Loring, Wolcott & Coolidge also provides families with an array of administrative and advisory services, including:

  • Family governance and succession planning
  • Financial counseling/family budgeting
  • Education planning
  • Charitable giving
  • Tax preparation
  • Accounting Services

Trustees are focused on forging longstanding relationships with family office clients, helping them realize their intergenerational financial goals.