Why Perspecta

Superior Personal Service

Exceptional personal service is the hallmark of our work at Perspecta Trust. We serve our client families in a highly-confidential and conflict-free manner, offering solutions that are hand-tailored to each client. Our wealth management team consists of seasoned professionals with broad, tested experience across multiple disciplines including law, finance, taxation, fiduciary management, and philanthropy.


Peer-to-Peer Philosophy

In addition to being clients themselves, our founders and principals play an active role in every relationship we manage. We limit the number of clients we take on in order to give every family the exemplary service and focused attention that we provide to our founders. This peer-to-peer approach applies to our investment management offering as well. Given the significant wealth of our individual clients, we are often presented with private investment opportunities that are not widely accessible to others. These unique investment opportunities, oftentimes presented to us from long standing relationships, are thoroughly vetted internally; we participate only when our principals feel comfortable investing their own capital alongside our clients. There are few firms capable of collaborating so extensively with their clients.


Customized Client Service

We understand and respect each client’s unique position and the importance of providing services tailored to meet their specific needs. We treat each family and their multi-generational objectives with the same respect we would our own, prioritizing confidentiality and the privacy. In our business, there will never be a single solution that works for more than one family; this is why we purposefully keep the number of families we work with so low. The dedicated support we provide clients simply cannot be replicated on a large scale.


No Conflicts Approach

Our founders created Perspecta Trust in 2007 as an alternative to the bundled fiduciary offerings provided by traditional US trust companies. We maintain an unconflicted business model by forgoing long-term contractual obligations and pre-determined business partners in favor of a stridently objective approach. This allows us to be advocates for our clients, instead of the purveyors of others’ services. Many of our clients come to us after suffering considerable frustration at the rigidity of larger bank-based trust companies. At Perspecta Trust we continually seek out the best unaffiliated service providers for our clients.


Experience

Having worked with wealthy families for more than a decade, we know that there is never a definitive end to the wealth planning process. Even the most carefully crafted estate plans can easily go adrift. Having the right people on your team to monitor and adjust plans is crucial to ensuring that your desires are met. Perspecta Trust’s ability to provide this robust oversight to our clients is driven by the collective talents and knowledge of its team. While we remain purposefully small and sharply focused, our staff is unparalleled in experience, education, and ability in the wealth management field. Adding new members to our team takes time; we hire only those who are experts in their disciplines and who possess a proven track record of superlative client service. All of our officers hold advanced degrees, industry recognized certifications, and have a litany of merits to their names. Our founders’ business-centric approach and experience creating and running companies add yet another dimension to our firm’s offerings. All of this allows us to deliver both the best advice and the highest standard of service in our industry.


Awards

Perspecta Trust is a peer-recognized leader in the trust industry. We are proud of the accolades we have collected over more than a decade of serving our clients. From the prestigious STEP Private Client Awards to the Family Wealth Report Awards, Perspecta Trust has been singled out time and again for our superlative performance.

STEP Award 2017/2018

STEP Award 2015/2016
Family Wealth Report Award 2015