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 Perspecta in 2007 we set out to serve our clientele with the highest level of personalized service in the industry. We are honored that Perspecta is recognized by our peers once again, and honored by a world-renowned organization such as STEP, for meeting these elite standards of excellence.”
Perspecta, the only U.S.-based trust company nominated to this year’s short list, was named a finalist in 2015, 2016, and 2017 for STEP’s “Best Independent Trust Company – Global.” The Family Wealth Report recognized the company as the “Best Independent Trust Company in North America” for 2015.
Members of the Perspecta team will attend the black-tie event in London, UK on November 7, 2018 when the winners will be announced.
About Perspecta Trust
Perspecta Trust is a family wealth strategic advisory firm with trust powers, delivering personalized investment, trust, and planning services. Founded by Paul Montrone and Paul Meister to serve their families, Perspecta now offers these services to discriminating individuals and families around the world.
For more information about Perspecta Trust, please visit www.perspectatrust.com or call 603-929-2700.