Perspecta Trust

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Description

  • Perspecta Trust is a New Hampshire-based non-depository trust company that provides wealth transfer planning, investment management and a full-range of trustee and other fiduciary services. Perspecta specializes in designing tailored wealth planning solutions to high net worth families, and overseeing their implementation, working directly with families or in concert with their existing advisors. Within the past year, Perspecta's fiduciary assets have grown to over $8 billion, and the firm has been named Independent Trust Company of the Year by the Private Wealth Report, as well as a finalist for Best Independent Trust Company - Global, for 2015, 2016 and 2017 by the internationally-known Society of Trust and Estate Practitioners (STEP).Perspecta currently works with approximately 75 ultra-high net worth client families, predominantly in the US, but also in various locales overseas. Strategically based in New Hampshire, Perspecta has been instrumental in formulating and shaping the state's nation-leading trust laws since its founding in 2007.
  • location

    Headquarters:1 Liberty Lane , Hampton, New Hampshire, United States

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  • Perspecta Trust phone

    Phone Number: +1 603-929-2700

  • Perspecta Trust website

    Website: https://www.perspectatrust.com

  • Perspecta Trust employees

    Employees:23

  • Perspecta Trust revenue

    Revenue:$10 - 50M

  • Perspecta Trust legal name

    Legal Name:Perspecta Trust

  • Perspecta Trust's Social Media

    Perspecta Trust linkedin
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  • |  NAICS Code: 523991  |

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Person level website identification

Chief Financial Officer for Perspecta Trust

John Crowley

Chief Financial Officer

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View Employees

John Crowley

Chief Financial Officer

Frequently Asked Questions regarding Perspecta Trust

  • Where are Perspecta Trust's Headquarters?

    Perspecta Trust's Headquarters are in 1 Liberty Lane ,Hampton,New Hampshire,United States

  • What is Perspecta Trust's phone number?

    Perspecta Trust's phone number is +1 603-929-2700

  • What is Perspecta Trust's official website?

    Perspecta Trust's official website is https://www.perspectatrust.com

  • What is Perspecta Trust's Revenue?

    Perspecta Trust's revenue is $10 - 50M

  • What is Perspecta Trust's NAICS code?

    Perspecta Trust's NAICS code is 523991

  • How many employees are working in Perspecta Trust

    Perspecta Trust has 23 employees

  • What is Perspecta Trust's Industry?

    Perspecta Trust is in the industry of Investment Management

  • Who is Perspecta Trust's Chief Financial Officer?

    Perspecta Trust's Chief Financial Officer is John Crowley

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