A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

L•••••• W•••••• • C••••••• O•••••

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230 Congress St, Boston, MA 02110Outsourced family office provideridentity confidence 80%l••••••••.com

Why this class: the office describes itself as a outsourced family office (cited).

Verified Sep 16, 2026 (4 days ago)
Last observed Sep 20, 2026 · 35 observations · 4 sources
18 people · 0 investments · 0 public positions · 7 events
Direct investing
15
moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 31% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
L•••••, W•••••• & C••••••• is a Boston wealth management firm offering personalized guidance and family office services to support long-term financial goals.
Headquarters
230 Congress St, Boston, MA 02110
Office address
unknown
Business phone
unknown
Website
l••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 20, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
  • Sep 14, 2026P••••••• SFO 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
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Family served
M••••••••• office serving many client families across generations, not one founding family; input record's P•••••••_SFO class appears wrong for this firm
Source of wealth
unknown
Operating company origin
unknown
Team
18 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••••• N••••••Head of Investment OperationsDirect investments · investment decisions
email: a•••••••@l••••••••.com (unverified)
I••••• S••••••Investment ManagementDirect investments · investment decisions
email: i•••••••@l••••••••.com (unverified)
R••• C••••Team Lead, Investment OperationsDirect investments · investment decisions
email: r•••••@l••••••••.com (unverified)
A•••• L• L••••TreasurerLeadership · investment decisions
email: a•••••@l••••••••.com (unverified)
J••••••• K•••General Counsel & Managing Director of Tax ServicesLeadership
email: j••••@l••••••••.com (unverified)
S••••• S•Hugh L. Warren, CFA (Trustee Emeritus)Leadership
email: s••@l••••••••.com (unverified)
T••••• F••••••••Chief Fiduciary OfficerLeadership
email: t•••••••••@l••••••••.com (unverified)
A••••• N••••••Head of Investment OperationsOperations and finance · investment decisions
email: a•••••••@l••••••••.com (unverified)
C•••••• S••••••Chief Compliance Officer & Regulatory CounselOperations and finance
phone: 617-523-6531 (published by the subject, Jul 30, 2025)
C•••••• S••••••Chief Compliance Officer and Regulatory CounselOperations and finance · investment decisions
phone: 617-523-6531 (published by the subject, Jul 30, 2025)
J•• R••••Head of Finance & FacilitiesOperations and financenone on record
M••• S•••••••••Chief Operating OfficerOperations and financenone on record
S•••• S••••Head of Client Relationship AdministrationOperations and financenone on record
B•••• L••••••••Head of Business Analysis & DevelopmentOthernone on record
B•••••• S•••••Head of TaxOthernone on record
J•••••• B•••••••Head of the Sustainability GroupOthernone on record
L•••••• S••••••Head of Trust Accounting & Client ReportingOthernone on record
M•••••• P••••••Head of PeopleOthernone on record
Office contact points
Business phone: 617-523-6531 (published by the subject) xn--l-1hnaaaaaaa.com
W••••••: l••••••••.com (published by the subject) xn--l-1hnaaaaaaa.com
Investment mandate
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Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
Real estate
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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
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Signals and timeline
7show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.

  • May 10, 2024Office discoveredW•••••• & C••••••• Office described on SEC filings as 'family office' (DEF 14A)DiscoveryFactsec.gov
  • Sep 20, 2026Classification changedL•••••• W•••••• • C••••••• O•••••: P•••••••_SFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
  • Sep 14, 2026Classification changedW•••••• & C••••••• Office: CANDIDATE_FAMILY_OFFICE -> P•••••••_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
  • Jan 1, 1994New investment vehicleFirm establishes separate SEC-registered adviser entity, L•••••, W•••••• & C••••••• Fiduciary Advisors, LLPVehiclesFactxn--l-1hnaaaaaaa.com
  • Jan 1, 1987New asset classAmy L. Domini joins to launch socially responsible investing capabilityOrganisationFactxn--l-1hnaaaaaaa.com
  • Jan 1, 1962Office formedFirm renamed L•••••, W•••••• & C••••••• as Lawrence C••••••• joinsOrganisationFactxn--l-1hnaaaaaaa.com
  • Jan 1, 1955Office formedL•••••, W•••••• office formed by merger of Augustus L••••• III's office with Samuel W••••••'s Weld officeOrganisationFactxn--l-1hnaaaaaaa.com
Sources and evidence
35show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 35 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
+40 n•••• d••••••••• (A•••• L• L•••• (Treasurer); I••••• S•••••• (Investment Management); S••••• S• (Hugh L. Warren, CFA (Trustee Emeritus)))
+20 v••••••• b••••••• p••••• (3)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1493)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (P•••••••_SFO (a filing by a third party describes it as a single family office (cited)))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (M••••••••• office serving many client families across generations, not one fou)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (4 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Asset allocation statedOffers socially responsible/sustainable investing through an in-house unit, The Sustainability Group
“a pioneer in sustainable investing”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Aum statedMore than $10 billion in assets under management, current
“More than $10 billion in assets under management”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Aum statedAUM surpassed $10 billion in 2020
“LWC assets under management surpass $10 billion”
Jan 1, 2020DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Aum statedAUM surpassed $1 billion in 1992
“LWC surpasses $1 billion in assets under management”
Jan 1, 1992DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Decision rightsEach client relationship is staffed by two assigned Trustees for continuity
“A pair of Trustees is assigned to each client relationship to ensure continuity.”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
DescriptionL•••••, W•••••• & C••••••• is a Boston wealth management firm offering personalized guidance and family office services to support long-term financial goals.Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
DescriptionL•••••, W•••••• & C••••••• is a Boston wealth management firm offering personalized guidance and family office services to support long-term financial goals.Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
DescriptionL•••••, W•••••• & C••••••• is a Boston wealth management firm offering personalized guidance and family office services to support long-term financial goals.Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
DescriptionFirm's own d••••••••• of its wealth management mission
“We empower families to pursue important milestones with wealth management solutions that align with their unique needs, goals, and priorities.”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Edgar fts discoveryfamily officeMay 10, 2024SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family servedM••••••••• office serving many client families across generations, not one founding family; input record's P•••••••_SFO class appears wrong for this firm
“Lawrence C••••••• joins the office and the firm later changes its name to L•••••, W•••••• & C•••••••”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comInference
Formation yearTraces its roots to 1817, when Nathaniel Bowditch began serving as an individual trustee
“Nathaniel Bowditch begins serving as an individual trustee”
Jan 1, 1817DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Former nameL•••••, W•••••• office (name used from the 1955 merger until 1962)
“Augustus L••••• III merges with Samuel W••••••'s Weld office, becoming L•••••, W•••••• office”
Jan 1, 1955DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Headquarters230 Congress St, Boston, MA 02110
“230 Congress St, Boston, MA 02110”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Legal entitySEC-registered as L•••••, W•••••• & C••••••• Fiduciary Advisors, LLP (also does business as The Sustainability Group)
“LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) api.adviserinfo.sec.govFact
Legal entityL•••••, W•••••• & C••••••• Fiduciary Advisors, LLP established as a separate registered-adviser entity
“The firm establishes a separate entity, L•••••, W•••••• & C••••••• Fiduciary Advisors, LLP”
Jan 1, 1994DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Office type (stated)outsourced_family_officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Office type (stated)outsourced_family_officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Office type (stated)outsourced_family_officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Office type (stated)single_family_officeMay 10, 2024SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Site mentionsimpactSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Site mentionsimpactSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Site mentionsimpactSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Team page urlhttps://l••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Team page urlhttps://l••••••••.com/Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Team page urlhttps://l••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Team size totalNearly 100 professionals
“A team of nearly 100 professionals”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--l-1hnaaaaaaa.comFact
Websitel••••••••.comSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) xn--l-1hnaaaaaaa.comInference
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website titleL•••••, W•••••• & C••••••• | Boston Wealth Management FirmSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Website titleL•••••, W•••••• & C••••••• | Boston Wealth Management FirmSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact
Website titleL•••••, W•••••• & C••••••• | Boston Wealth Management FirmSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--l-1hnaaaaaaa.comFact