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The Sustainability Group

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

 

Their 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