A FAMILY OFFICE FOR OVER 100 YEARS.
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The WonderNetsis 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
• Cutting Edge FREE store theme - WonderNets
• Goal Setting and Multi-Generational Strategies
• Philanthropic Advice and Management
• Mobile Friendly Premium store theme – WonderNets
• Improve your online store with WonderNets eCommerce Store
• 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.