Loring Wolcott & Coolidge Office

About The Fund

Loring Wolcott & Coolidge Office, a multi-family office and wealth management firm based in Boston, Massachusetts, is structured to navigate the complexities of wealth management by tailoring its services to the unique needs of each family. With a rich history and a team dedicated to forming long-standing relationships, they engage in careful planning and thoughtful advice to manage client assets effectively. Their strategic focus is underscored by a choice to primarily invest in equities, crafting individual solutions that mirror the family values and goals of their clients. Recognizing the importance of trust and true collaboration, a significant relationship is established between the trustee and the family, ensuring decisions are made with a deep understanding of family priorities and aspirations. Loring Wolcott & Coolidge Office is also at the forefront of socially responsible investment strategies for clients aspiring to align their investment choices with broader social and ethical considerations. Their comprehensive services encompass family office functions, estate planning and settlement, financial advising, tax planning and preparation, and philanthropic strategies. Furthermore, they exhibit a commitment to sustainability, guiding clients towards investing in a better tomorrow without compromising the ethos of sound wealth management. Through collective knowledge and customized asset management strategies, they seek to deliver solutions that are both attentive to client aspirations and sustainable over generations. Their website and investment thesis reflect this dedication to wealth preservation, financial goal attainment, and socially responsible investing in the IT and TMT sectors, among others, for their distinguished clientele.