News & Library

The International Family Offices Journal Features Article by Perspecta Principal

The December 2018 issue of The International Family Offices Journal (Tenth Edition) includes an article by Perspecta Trust principal and general counsel Todd D. Mayo entitled, “Protecting Settlor Intent.” Mr. Mayo examines how proper drafting, trust design, and situs selection are critical considerations in any effort to preserve and protect settlor intent. Please click here to view or print the article. The International Family Offices Journal is a publication of Globe Law and Business: http://ifoj16.globelawandbusiness.com/


Perspecta Trust Again Named as STEP Finalist for Trust Company of the Year

HAMPTON, N.H., August 10, 2018—Perspecta Trust LLC, a family wealth strategic advisory firm, is pleased to announce that it has been named as one of the five finalists for “Trust Company of the Year (mid-size firm)” by the Society of Trust and Estate Practitioners (STEP). This marks the fourth consecutive year that STEP has selected Perspecta as a finalist.   STEP is a worldwide association whose 20,000 members—including lawyers, accountants, trust advisors, and more—serve families planning for their futures. Each year, STEP awards those firms that exhibit excellence in their individual categories. Entrants for the annual STEP awards are judged by a panel of independent experts in the wealth management industry, as well as by STEP presiding judges.   Perspecta’s chairman, Paul Montrone, commented, “When Paul Meister and I founded…