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BASIC thanks our affiliate members for their support.
To add your company to this list, please contact Sarah Smith, Membership Chair.

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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. 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

Contact

  • 617 523 6531
  • This email address is being protected from spambots. You need JavaScript enabled to view it.
The Sustainability Group

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