Loring, Wolcott & Coolidge Trust
Finance · Massachusetts, United States · 51-200 Employees
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Overview
Headquarters
230 Congress St Fl 12, Boston, Massachus...Phone Number
(617) 523-6531Website
www.lwcotrust.comRevenue
$21.5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Loring, Wolcott & Coolidge Trust
Loring, Wolcott & Coolidge is dedicated to assisting families in achieving their financial goals both now and for future generations. They offer a range of services including estate planning, financial advice, tax planning, philanthropic strategies, and asset management, all tailored to the unique needs and aspirations of each family. The firm emphasizes building trusted relationships and collaborative wealth management solutions. Their expertise also extends to socially responsible investment strategies for clients interested in sustainable investing.Explore more
Loring, Wolcott & Coolidge Trust Org Chart
MS
Chief Operating Officer
AH
Chief Information Officer
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Company Profile Activity
Activity Insights
Loring, Wolcott & Coolidge Trust is experiencing very low activity levels compared to other companies in the Finance sector.
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Loring, Wolcott & Coolidge Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Loring, Wolcott & Coolidge Trust.
Loring, Wolcott & Coolidge Trust Tech Stack
A closer look at the technologies used by Loring, Wolcott & Coolidge Trust
Most Recent Scoops
Pain Point
Pain Point, Information Security, Cyber Security, Security, Software
New Hire
Executive Move
Loring, Wolcott & Coolidge Trust has announced that Andrew Hickey has joined the organization as Chief Information Officer.
Open Position
Loring, Wolcott & Coolidge Trust is seeking a Tax Director. (Boston, MA)
Seeking Replacement, Personnel Moves
Open Position
Loring, Wolcott & Coolidge Trust News & Media
Loring, Wolcott & Coolidge: Notice of Data Event
BOSTON--(BUSINESS WIRE)--Loring, Wolcott & Coolidge (“LWC”), located at 230 Congress St., Boston, MA 02110, is a financial services company that offers a wide range of fiduciary and investment management services. LWC is issuing this notice about a recent event that may impact the security of certain personal information related to its clients and the steps LWC has taken in response. What Happened: On May 12, 2024, LWC discovered suspicious activity within its environment (the “Incident”).
Read more news
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Frequently Asked Questions Regarding Loring, Wolcott & Coolidge Trust
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Loring, Wolcott & Coolidge is dedicated to assisting families in achieving their financial goals both now and for future generations. They offer a range of services including estate planning, financial advice, tax planning, philanthropic strategies, and asset management, all tailored to the unique needs and aspirations of each family. The firm emph... Read More
