About Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge is a Financial Services company based in Boston (United States). Wealth management services are provided for families by Loring, Wolcott Coolidge. It operates on a Professional Services model. Loring, Wolcott & Coolidge offers products and services including Wealth Management, Family Office Services, and Asset Management. Its focus areas include Financials, Wealth Management and Family Office Services. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
Wealth management solutions are offered by Loring, Wolcott Coolidge to assist families in achieving financial goals across generations. Services including family office support, estate planning, financial advice, tax preparation, and asset management are provided. A focus on trustee relationships and socially responsible investment strategies is maintained. Collaborative approaches are used to tailor solutions to individual family needs and aspirations in the financial sector.
- Headquarters Boston, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website lwcotrust.com
- Social LinkedIn
- Legal Name Loring, Wolcott & Coolidge
Products & Services of Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge offers a comprehensive portfolio of products and services, including Wealth Management, Family Office Services, and Asset Management.
Wealth management solutions are tailored for family needs.
Family office services are provided for comprehensive support.
Asset management solutions are designed for family aspirations.
People of Loring, Wolcott & Coolidge
37 people are tracked at Loring, Wolcott & Coolidge (10 in leadership, 27 in team).
| Name | Role | Group |
|---|---|---|
Jessica Benjamin | Head Of The Sustainability Group | Leadership |
Charlie Schmidt | Chief Compliance Officer And Regulatory Counsel | Leadership |
Thomas Francione Ctfa, Aep® | Chief Fiduciary Officer | Leadership |
David Boit | President | Leadership |
Andrew Hickey | Chief Information Officer | Leadership |
Barry Livermore | Head Of Business Analysis & Development | Leadership |
Jonathan Korb | Managing Director And General Counsel | Leadership |
Lindsay Schmidt | Head Of Trust Accounting & Client Reporting | Leadership |
Jamie Ghaffar | Head Of People And Culture | Leadership |
Alison Newcomb | Head Of Investment Operations | Leadership |
Ryan Carey | Team Lead Of Investment Operations | Team |
William W. Lane | Trust Counsel | Team |
Michael Foos J.d., Ctfa | Senior Trust Counsel | Team |
Sean Kennedy | Fiduciary Administrator | Team |
Christine Izzo | Senior Trust Administrator | Team |
Sarah Best | Trustee Assistant | Team |
Kimberly Hedrick | Finance/accounting Specialist | Team |
Raychel Sirois Mahoney | Senior Trust Counsel | Team |
Benjamin Cantor | Trust Counsel | Team |
Caroline Lowell | Trust Accounting Specialist | Team |
17 more people are available in the full profile.
Complete people profiles for Loring, Wolcott & Coolidge
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Similar companies to Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of Loring, Wolcott Coolidge
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Top companies in Single Family Offices
3 companies that operate in the same segment as Loring, Wolcott & Coolidge (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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Related news about Loring, Wolcott & Coolidge
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Frequently Asked Questions about Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Wealth management solutions are offered by Loring, Wolcott Coolidge to assist families in achieving financial goals across generations. Services including family office support, estate planning, financial advice, tax preparation, and asset management are provided. A focus on trustee relationships and socially responsible investment strategies is maintained. Collaborative approaches are used to tailor solutions to individual family needs and aspirations in the financial sector.
Loring, Wolcott & Coolidge's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Loring, Wolcott & Coolidge offers Wealth Management, Family Office Services, and Asset Management.
Loring, Wolcott & Coolidge operates through Loring, Wolcott & Coolidge.