Loring, Wolcott & Coolidge

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

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

• Multi-family office
• Wealth management
• Trust administration
• Estate planning
• Sustainable investing

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Others

Revenue model

1. 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.
2. Fiduciary Services: Trust administration and fiduciary services including estate settlement, tax planning, and philanthropic strategy development

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core 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

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Major Home Improvement Retailer (Neonics Advocacy)minorStrategic or Co-development Partner · 1 January 2014Through 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.
• Craft3coreStrategic or Co-development Partner · 1 January 1994Nonprofit 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)coreStrategic or Co-development Partner · 1 January 1987Community 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)coreStrategic or Co-development Partner · 1 January 1975Community 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

Direct 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

• LinkedInlinkedin.com/company/loring-wolcott-&-coolidge

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Loring, Wolcott & Coolidge