Loring Wolcott & Coolidge Office

Loring, Wolcott & Coolidge is a multi-family office located in Boston, Massachusetts, established in 1937. The firm specializes in wealth management services tailored to meet the diverse needs of families. Its offerings include family office services, estate planning and settlement, financial planning, tax planning and preparation, as well as philanthropic strategies. Loring, Wolcott & Coolidge is committed to assisting families in achieving their financial goals, both in the present and for future generations, with its assets managed by a board of trustees.

Charles-Fredrick David Boit

President and Trustee

William Andrew Mims

Partner and Trustee

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