HAMPTON, N.H., June 23, 2016 (GLOBE NEWSWIRE) -- The Society of Trust and Estate Practitioners (STEP) has, for the second year in a row, named Perspecta Trust as a finalist for the Trust Company of the Year award.
STEP, based in London, is widely regarded as the pre-eminent professional organization in the global trust and estates field. Perspecta Trust, competing with other trust companies from around the world, was judged by a panel of industry leaders, who rated each of the firms across a number of disciplines, including risk management, client service, and tax guidance. Perspecta is the only US-based trust company included in the group of five finalists.
Chairman of Perspecta, Paul Montrone, states, “We work very hard to ensure we offer our clients the best solution in the industry, and we are honored to be recognized by STEP for the efforts we have made.” Scott Baker, President of Perspecta adds, “We compete every day to earn clients’ business, and becoming a finalist at the global level, suggests that we are taking the steps necessary to earn our clients’ trust and confidence.”
Winners of the STEP awards will be announced in September 2016 at the Park Plaza Westminster Bridge Hotel in London. The awards ceremony will bring together over 750 practitioners from the wealth management and trusts and estates industries to honor the accomplishments of their peers.
About Perspecta: Perspecta Trust is a NH-based non-depository trust company that provides investment management, wealth transfer planning, and a full-range of trustee and other fiduciary services. Perspecta oversees in excess of $8 billion in assets across a few dozen families, and specializes in designing and implementing tailored wealth planning solutions to these ultra-high net worth families. Perspecta works directly with families to serve their needs, or in concert with their existing advisors and family office staff. For more information on Perspecta Trust, please visit www.perspectatrust.com or call 603-929-2700.