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