PerspectaSM
Our Services

The services we provide to our client families are always conducted in a highly-confidential and conflict-free manner. Our wealth management team consists of seasoned professionals with tested experience across multiple disciplines, including law, finance, taxation, fiduciary management, and philanthropy.

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Wealth Transfer Planning

Every client—be they an individual or a family—is unique. We tailor our approach to each client’s particular family situation, business positions, and philanthropic interests. By analyzing their financial condition, assets, liabilities, and cash flow, we create comprehensive strategies to make their vision a reality. Given the complexity of our clients’ needs, our advice is typically multi-phased and involves a combination of tax, business, and philanthropic planning.

Wealth Transfer Planning

Trustee Services

As trustees, we help ultra wealthy families preserve, manage, and pass down their legacies. Perspecta Trust provides comprehensive trust management for the families we serve, acting both as full trustee and administrative trustee.

Trustee Services

Investment management

We manage funds on behalf of our trust clients as well as non-trust clients. Our clients may choose to utilize Perspecta for all or just some of their investment management needs. We are pleased to collaborate with other investment management firms in order to preserve pre-existing, long-standing relationships. Our strategies always put the client’s needs first.

Investment assignments from our clients may come in the form of broad portfolio management across a spectrum of asset classes, or may be confined to a discrete asset class, such as high yield bonds or private equity. In all instances, client portfolios are fitted specifically to the client’s individual needs and objectives. We never assign one-size-fits-all model portfolios.

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 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, their family office, and the family’s other advisors, we can help design the family trust company and shepherd it through the regulatory approval process. We can also provide administrative services designed to meet the family’s needs. We offer our expertise in ongoing trust administration and, if desired, maintain the family trust company’s in-state presence. We can also provide comprehensive administrative services, including:

  • Trust accounting
  • Account administration
  • Compliance
  • Custody
  • Back-office services

In addition, we offer office space, host board meetings, answer phones, and collect and forward mail.

Family Trust Company Services