our services

We strive to combine exceptional personal service with unrivaled thought leadership. Our service to our client families is conducted in a highly confidential and conflict-free manner with solutions that are specifically tailored to each client engagement. Our wealth management team consists of seasoned professionals with broad, tested experience across multiple disciplines including law, finance, taxation, fiduciary management, and philanthropy.

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Wealth Transfer Planning

We help our clients achieve their goals. We learn about our clients’ values and wishes, their family situations, their businesses, and their philanthropic interests. We analyze their financial condition, assessing assets, liabilities, and cash flow. With a deep understanding of our clients’ circumstances, we create comprehensive strategies that transform our clients’ goals and wishes into plans that embrace their values. Given the complexity of our clients’ business and financial situations, our advice typically is multi-phased and involves a combination of tax planning, business planning, and philanthropic planning.

Wealth Transfer Planning

Trustee Services

Perspecta Trust serves as trustee of trusts. We provide professional management of trusts for families whom we serve. We act as full trustee, and we also act as administrative trustee.

Trustee Services

Investment management

Investment management is a cornerstone of Perspecta’s business. We manage funds on behalf of our trust clients, as well as non-trust clients simply looking to a capable party with a history of wealth building.

Our clients have the ability to utilize Perspecta for all or just some of their investment management needs, and we are very receptive to partnering with other investment management firms in an effort to preserve pre-existing long-standing relationships. While we believe we have many good ideas within the investment arena, we fully recognize that we do not have a monopoly on good ideas and are always welcoming to learning more about constructive ways of working together for the benefit of our clients.

Investment mandates from our clients can come in the form of broad portfolio management, across a spectrum of asset classes, or in the form of just a discrete asset class, such as high yield bonds or private equity. In all instances, client portfolios are tailored specifically to their individual needs and objectives, and not assigned a one-size fits all model portfolio designed for the masses.

Investment management

Family Trust Company Services

We help families and family offices create and operate family trust companies. Sometimes called a private trust company, a family trust company is a family-owned trust company that provides trust, investment, and related services to the family, their trusts, and their businesses. New Hampshire is one of the most attractive states in which to form and run a family trust company.

Working with a family, its family office, and the family’s other advisors, we can help design the family trust company and shepherd the family trust company’s application through the regulatory approval process. We also provide administrative services tailored to a family trust company’s needs. We can lend our expertise in ongoing trust administration and, if desired, provide the family trust company’s in-state presence. We also can provide comprehensive administrative services, including trust accounting, account administration, compliance, custody, and back-office services. In addition, we can maintain office space, host board meetings, answer phones, and collect and forward mail.

Family Trust Company Services