Loring, Wolcott & Coolidge is a multi-family office headquartered in Boston, Massachusetts, dedicated to providing personalized wealth management solutions. The firm offers a comprehensive suite of services, including family office support, estate planning and settlement, financial advice, tax planning and preparation, and philanthropic strategies . Emphasizing a collaborative approach, Loring, Wolcott & Coolidge tailors its services to align with each family’s unique needs, priorities, and aspirations. The firm’s asset management strategy focuses on a rigorous, bottom-up approach to investing, aiming to identify companies with strong fundamentals and long-term growth potential . For clients interested in socially responsible investing, the firm’s Sustainability Group offers industry-leading expertise to align investments with personal values. With a commitment to building enduring relationships of trust, Loring, Wolcott & Coolidge strives to help families achieve their financial goals across generations.