Skip to main content
Shape your world.

Our Service Model

A Family Office for Over 100 Years.

The Sustainability Group is associated with Loring, Wolcott & Coolidge Trust LLC, a family office practice that has been operating since 1817. We share a team of experienced investment professionals managing over $4 billion in assets. Our structure enables us to provide a wide range of highly personalized fiduciary services for our clients that go far beyond sustainable investing. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.

Our Wealth Management Services Include:

  • Fiduciary Services, including serving as Trustee, Executor or Guardian
  • Comprehensive Portfolio Construction and Management
  • Goal Setting and Multi-Generational Strategies
  • Philanthropic Advice and Management
  • Tax and Estate Planning Consultation (including working with outside counsel)
  • Estate Settlement including Estate Tax Preparation
  • Budget/Spending Analysis
  • Bill Paying Services

Sustainable Investing can also be referred to as mission investing, socially responsible investing, responsible investing, double or triple bottom line investing, ethical investing, or green investing.