Loring, Wolcott & Coolidge

Loring, Wolcott & Coolidge is a premier private trust office and investment management firm headquartered in Boston, Massachusetts. Established in 1946, the firm specializes in providing fiduciary services, comprehensive estate planning, and tailored investment strategies for high-net-worth individuals, families, and foundations. LWC is widely recognized as a pioneer in the field of socially responsible investing (SRI), integrating environmental, social, and governance (ESG) criteria into its core investment philosophy. The firm operates as a partnership, emphasizing long-term relationships and personalized financial stewardship rather than traditional corporate banking models.