Loring, Wolcott & Coolidge
- Company typePrivate
- Founded1817
- HeadquartersBoston, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Loring, Wolcott & Coolidge firmographics
Firmographics- Name
- Loring, Wolcott & Coolidge
- Legal name
- Loring, Wolcott & Coolidge Trust, LLC; Loring, Wolcott & Coolidge Office, Inc.; and Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
- Website
- https://lwcotrust.com
- Company type
- Private
- Founded year
- 1817
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Loring, Wolcott & Coolidge industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Office Trust & Fiduciary Services (FSAEAKAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)
Keywords
Where Loring, Wolcott & Coolidge is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Loring, Wolcott & Coolidge business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services charged as a percentage of assets under management. Services include portfolio management, trustee services, and fiduciary responsibilities.
- Fiduciary Services: Trust administration and fiduciary services including estate settlement, tax planning, and philanthropic strategy development
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized fee structure based on assets under management |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Loring, Wolcott & Coolidge product offering
Product offeringCore offering
Loring, Wolcott & Coolidge is a Boston-based multi-family office delivering integrated wealth management services to high-net-worth individuals and families across generations. Its core offerings include investment management, estate planning and settlement, financial advice, tax planning and preparation, philanthropic strategies, and dedicated trustee and fiduciary services, complemented by a sustainable investing division called The Sustainability Group.
Product overview
Loring, Wolcott & Coolidge is a multi-family office offering a unified platform of wealth management services led by Trustees. The core offering comprises Family Office Services as the primary wrapper, supported by six integrated modules: Investment Management, Estate Planning and Settlement, Financial Advice, Tax Planning and Preparation, and Philanthropic Strategies. The Sustainability Group operates as a specialized sub-brand providing sustainable investing capabilities through three distinct programs: Sustainable Stock Selection, Shareholder Advocacy, and Direct Impact Investing. All services are delivered through a team-based approach with dedicated Trustees supported by nearly 100 professionals.
Differentiator
Problem solved
Functional benefit
Brands
- The Sustainability Group: A division of LWC focused on sustainable investing, offering ESG research, shareholder advocacy, and impact investing services. Founded in 1987 by Amy Domini, it manages approximately $4.1 billion in sustainable assets and has been practicing sustainable investing for 39 years.
Products and services
- Family Office Services
Quantifiable outcome
- Assets under management exceeded $10 billion in 2020
- +3 more outcomes
Companies that use Loring, Wolcott & Coolidge
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Loring, Wolcott & Coolidge technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Loring, Wolcott & Coolidge partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- Major Home Improvement Retailer (Neonics Advocacy)minorThrough shareholder advocacy, LWC engaged a leading home improvement retailer on pesticide risks to pollinators. The engagement led to the retailer requiring suppliers to label plants treated with neonics and work toward eliminating these pesticides.
- Craft3coreNonprofit CDFI serving Pacific Northwest communities with assets of more than $230 million. LWC's direct investments help Craft3 provide capital to small businesses and nonprofits. Since 1994, Craft3 has injected over $700 million into the region, creating nearly 20,000 jobs.
- Washington Area Community Investment Fund (Wacif)coreCommunity Development Financial Institution (CDFI) serving underserved neighborhoods in Washington D.C. region. Since 1987, Wacif has provided over $100 million in financing to local small businesses, served 4,500+ entrepreneurs, and created nearly 45,000 jobs. LWC has been a continuous investor supporting these impact outcomes.
- Cooperative Fund of New England (CFNE)coreCommunity development loan fund providing loans and technical assistance to cooperatives, community nonprofits, and worker-owned businesses. CFNE has enabled cooperatives to create and retain more than 16,000 jobs and over 7,500 units of affordable housing. LWC has been an investor for over 40 years.
Scale indicators7 records
Recent moves7 records
Expansion highlights4 records
Loring, Wolcott & Coolidge competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: Privately held multi-family office with ~$100B+ AUM serving HNW/UHNW families across generations. Bessemer offers integrated investment management, trust, and family office services — directly comparable to LWC's boutique MFO model with multi-generational focus.
- Glenmede: Independent, employee-owned wealth manager and trust company serving HNW families, endowments, and foundations. Comparable to LWC in fiduciary orientation, multi-generational client base, and integrated trust + investment management offerings.
- Brown Brothers Harriman (Wealth Management): Private bank partnership offering wealth management, investment management, and trust services to HNW families. Closely comparable to LWC in fiduciary-first structure, integrated family office services, and multi-generational relationship model.
- Rockefeller Capital Management: Multi-family office and wealth manager serving HNW and UHNW families with integrated investment, trust, and family office services. Comparable to LWC across core service lines and client profile.
- Pathstone Family Office: Multi-family office providing integrated wealth advisory, investment management, and family office services to UHNW families. Closely comparable to LWC in client segment, service breadth, and trust/fiduciary capabilities.
- Wilmington Trust: Private bank and trust company serving HNW families with investment management, trust, estate planning, and family office services. Directly comparable to LWC in fiduciary/trust-led wealth management model.
Broad incumbents
- Northern Trust Wealth Management: Large global wealth manager offering investment management, trust, and family office services. Comparable to LWC in service breadth but operates at significantly larger scale across multiple geographies.
- BNY Mellon Wealth Management: Major private bank and wealth manager serving HNW/UHNW clients with integrated investment, trust, and family office services. Comparable in offerings but materially larger scale and broader geographic reach than LWC.
- Cambridge Associates: Investment consulting and OCIO firm serving UHNW families, endowments, and foundations. Comparable to LWC's investment management capabilities and HNW client focus, though more institutional in orientation.
- Bank of America Private Bank (U.S. Trust): National private bank serving HNW/UHNW clients with investment management, trust, estate, and family office services. Comparable in client segment and service breadth but operates as a large incumbent bank-affiliated platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Loring, Wolcott & Coolidge social profiles
Digital presenceLoring, Wolcott & Coolidge financial estimates
Financial estimateRevenue estimate
Valuation estimate
Loring, Wolcott & Coolidge leadership team
Management profileNumber of profiles
Profiles15 records
Loring, Wolcott & Coolidge subsidiaries and ownership
Company hierarchySubsidiaries1 record
Loring, Wolcott & Coolidge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Loring, Wolcott & Coolidge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Loring, Wolcott & Coolidge
What does Loring, Wolcott & Coolidge do?
Loring, Wolcott & Coolidge is a Boston-based multi-family office delivering integrated wealth management services to high-net-worth individuals and families across generations. Its core offerings include investment management, estate planning and settlement, financial advice, tax planning and preparation, philanthropic strategies, and dedicated trustee and fiduciary services, complemented by a sustainable investing division called The Sustainability Group.
Is Loring, Wolcott & Coolidge a public or private company?
Loring, Wolcott & Coolidge is a private company. It is classified as management employee owned and is currently operating.
When was Loring, Wolcott & Coolidge founded?
Loring, Wolcott & Coolidge was founded in 1817. It employs 51 to 100 people.
Where is Loring, Wolcott & Coolidge based?
Loring, Wolcott & Coolidge is headquartered in Boston, United States, in the North America region.
How does Loring, Wolcott & Coolidge make money?
Two revenue lines are on record. Investment Advisory Fees are the primary driver. The others are fiduciary Services.
Who are Loring, Wolcott & Coolidge's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Brown Brothers Harriman (Wealth Management), Rockefeller Capital Management, Pathstone Family Office and Wilmington Trust. Broad incumbents are Northern Trust Wealth Management, BNY Mellon Wealth Management, Cambridge Associates and Bank of America Private Bank (U.S. Trust).
Does Loring, Wolcott & Coolidge have an API?
No public API is recorded for Loring, Wolcott & Coolidge.
What industry is Loring, Wolcott & Coolidge in?
Loring, Wolcott & Coolidge's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523940 and its SIC code is 6282.