Loring, Wolcott & Coolidge Trust, LLC

Overview

Loring, Wolcott & Coolidge reports more than $10 billion in assets under management and a team of nearly 100 professionals. The firm serves families across generations through long-term relationships and customized wealth solutions.¹

History

The firm traces its roots to 1817, when Nathaniel Bowditch began serving as an individual trustee.¹

Leadership

The firm’s Trustees are Thomas R. Appleton, David Boit, David Cuetos, Wendy Holding, Nushin Kormi, Amory L. Logan, William B. Perkins, Gilbert M. Roddy Jr., and Simran Su.²

Its management team includes Mark Squillacioti, Chief Operating Officer; Jonathan Korb, General Counsel and Managing Director of Tax Services; and Jessica Benjamin, Head of the Sustainability Group.²

Services

LWC’s family office services include investment management, estate planning and settlement, financial advice, tax planning and preparation, and philanthropic strategies.³

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is registered with the Securities and Exchange Commission as an investment adviser. The adviser provides active management of separately managed accounts to trusts and high net worth individuals and families.⁴

The firm’s Trustees are supported by in-house expertise in estate planning, tax planning, charitable giving, and other financial needs.⁵

The Sustainability Group, founded in 1987 by Amy Domini, offers stock selection, shareholder advocacy, and impact investing.⁶

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy

Client Focus

LWC works with families across generations and provides services for trusts, high net worth individuals, and high net worth families.¹⁴

Approach

LWC says its Trustees work only for clients, provide objective guidance, and make career commitments intended to support continuity.⁵

Assets

The firm reports more than $10 billion in assets under management. The Sustainability Group reports $4.1 billion in sustainable assets under management as of December 31, 2025.¹⁷

FAQs

Related resources

• LocationMultifamily offices in Boston

  This Boston directory helps families compare local advisory firms by services, client focus, and location. It can give a business owner or multigenerational family useful context when considering investment management, tax planning, estate planning, trust services, and philanthropy support in the region.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related planning decisions. A reader can use these materials to identify questions for a fiduciary adviser, especially when coordinating estate plans with family wealth, tax considerations, charitable goals, and responsibilities across generations.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community focused on single family offices and wealthy families. Its materials can help readers understand common governance, investment, reporting, and family decision making topics before speaking with an adviser about long term wealth arrangements.

• GuideOutsourced CIO vs multifamily office

  This comparison explains how an outsourced chief investment officer differs from a multifamily office. A family or business owner can review the distinction while considering whether investment oversight alone meets the need, or whether broader tax, estate, trust, fiduciary, and philanthropic coordination is relevant.

• Similar firmsDiversified Financial Management
  Ballentine Partners
  Daintree Advisors LLC

  Profiles of Diversified Financial Management, Ballentine Partners, and Daintree Advisors LLC offer additional points of comparison on this site. Reviewing these firms alongside Loring, Wolcott & Coolidge can help a reader frame questions about services, client relationships, family wealth needs, and advisory models.

Sources

1. Loring, Wolcott & Coolidge, About
2. Loring, Wolcott & Coolidge, Our People
3. Loring, Wolcott & Coolidge, Services
4. SEC Form CRS, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
5. Loring, Wolcott & Coolidge, Our Difference
6. Loring, Wolcott & Coolidge, The Sustainability Group
7. Loring, Wolcott & Coolidge, The Sustainability Group

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.