Spark Insights

Loring, Wolcott & Coolidge is a professional family office that offers a wide range of fiduciary and investment management services. Additionally, the firm has developed specialized services for socially responsible investors and provides personalized trust services without the corporate formalities. It assists clients in understanding the transfer tax laws, explains the common techniques for minimizing taxes and discusses alternatives in dealing with family issues. The firm also assists clients with questions about income tax planning, financial decisions and budgeting issues. It provides advice to clients on giving cash and appreciated securities and also assists clients in making personal gifts for estate planning purposes. It also provides comprehensive bill payment and bookkeeping services. Loring, Wolcott & Coolidge is located in Boston.

Mercer is a multifaceted company based in Boston, MA, offering a wide range of solutions in investments, asset management, insurance, non-profit organizations, and more. With expertise in areas such as wealth management, retirement planning, and health and benefits consulting, Mercer provides strategic research and specialized solutions to clients. Moreover, Mercer extends its services to industries such as M&A advisory, workforce transformation, and talent and rewards management. The company's comprehensive approach includes services like change management, digital implementation, and HR transformation, catering to the diverse needs of its clientele. Through a commitment to excellence and a focus on building brighter futures, Mercer stands out as a trusted advisor in the realms of finance, human resources, and organizational strategy. With a global presence and a dedication to innovation, Mercer continues to shape sustainable and impactful outcomes for its clients. Generated from the website content