Loring, Wolcott & Coolidge Trust, LLC

Q: What is Loring, Wolcott & Coolidge Trust, LLC's company size?

Loring, wolcott & coolidge trust, llc has 51 - 200 people working.

Financial Services

Specialities :

Family office

Estate planning & settlement

Financial planning

Tax preparation

Philanthropic strategies

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each clients goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence

Contact Information

Boston , Massachusetts , United States

last@lwcotrust.com

lwcotrust.com

Loring, Wolcott & Coolidge Trust, LLC Org Chart

Employees

Total Employees:
63

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others67

Employees Working At Loring, Wolcott & Coolidge Trust, LLC

Qiang Li

Director of ESG

Jessica Benjamin

Head of the Sustainability Group

Alison Newcomb

Head of Investment Operations

Michael Gear

Assistant Portfolio Manager

Sarah Best

Trustee Assistant

Loring, Wolcott & Coolidge Trust, LLC Email Formats

Structure	Email Format
<f><last>@	Smith@lwcotrust.com
<first>@	John@lwcotrust.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Boston, MA	customer service, compliance, j, procedure, client service, workflow, communication, integrity, talent acquisition, payment, collaboration, database, infrastructure, financial, testing, sql, risk, security, measurement, operations
Backup,DR, Dedup	Boston, MA	communication, integrity, database, talent acquisition, financial, compliance, j, payment, risk, collaboration, client service
Business process management	Boston, MA	customer service, workflow, communication, integrity, database, infrastructure, talent acquisition, financial, compliance, testing, sql, security, measurement, operations, procedure
Compliance	Boston, MA	customer service, workflow, communication, integrity, database, infrastructure, talent acquisition, financial, compliance, testing, sql, security, measurement, operations, procedure
Database Administration	Boston, MA	customer service, compliance, j, procedure, client service, workflow, communication, integrity, talent acquisition, payment, collaboration, database, infrastructure, financial, testing, sql, risk, security, measurement, operations

Trigger

Tech Stack Used By Loring, Wolcott & Coolidge Trust, LLC

A quick view of products employed by Loring, Wolcott & Coolidge Trust, LLC

Azure

Microsoft navision

Sungard

Excel

Flex

List of technologies used by Loring, Wolcott & Coolidge Trust, LLC

Client service

Collaboration

Communication

Compliance

Customer service

Languages Used By Loring, Wolcott & Coolidge Trust, LLC

Basic J Sql

OS Used By Loring, Wolcott & Coolidge Trust, LLC

Integrity Scope

Jobs at Loring, Wolcott & Coolidge Trust, LLC

Hiring 2024-04-17 21:21:27

Tax Advisor

Boston, MA

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of ind...

Hiring 2024-12-19 22:03:41

Tax Advisor

Boston, MA

The Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of ind...

Hiring 2024-02-29 15:29:31

Fiduciary Administrator

Boston, MA

The Fiduciary Administrator is an integral part of the Administrative Services Team within our Fi...

Hiring 2024-02-29 15:29:31

Fiduciary Administrator

Boston, MA

The Fiduciary Administrator is an integral part of the Administrative Services Team within our Fi...

Hiring 2024-02-28 23:28:42

Senior Business Systems Analyst

Boston, MA

The Senior Business Systems Analyst will actively support the firm providing both business and sy...

Hiring 2024-02-28 23:28:42

Senior Business Systems Analyst

Boston, MA

The Senior Business Systems Analyst will actively support the firm providing both business and sy...

Hiring 2024-10-30 21:18:32

Trust Advisor

Boston, MA

As a Fiduciary Services department member, this position supports the Trustees and Clients of Lor...

Hiring 2024-10-30 21:16:45

Estate Settlement Advisor

Boston, MA

The Estate Settlement Advisor will perform a wide range of complex estate settlement functions, d...

Frequently Asked Questions About Loring, Wolcott & Coolidge Trust, LLC

What does Loring, wolcott & coolidge trust, llc do?+

What are Loring, wolcott & coolidge trust, llc's specialties? +

Family office,estate planning & settlement,financial planning,tax preparation,philanthropic strategies,and ancillary services

What is Loring, wolcott & coolidge trust, llc's industry? +

Loring, wolcott & coolidge trust, llc operates in the Financial services industry.

What is Loring, wolcott & coolidge trust, llc's revenue? +

Loring, wolcott & coolidge trust, llc's revenue is 11m - 100m

What is Loring, wolcott & coolidge trust, llc's company size? +

Loring, wolcott & coolidge trust, llc has 51 - 200 employees.

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