HAMPTON, N.H., July 08, 2015 (GLOBE NEWSWIRE) -- Perspecta Trust today announced that it has been shortlisted as a finalist for the “Independent trust Company of the Year” award by the Society of Trust and Estate Practitioners’ (STEP) Private Client Awards.
Now in their tenth year, STEP’s Private Client Awards set the standard for excellence in trust and estate planning practices worldwide. More than 220 firms have been nominated for the various awards and Perspecta is one of only five firms to have been shortlisted in its category--and is the only US-based firm selected.
Paul Montrone, Chairman of Perspecta Trust, said, “We are delighted to have been chosen as a finalist in this highly competitive category. We pride ourselves on our independence, objectivity and client-centric business approach, and it is rewarding to be recognized for such. STEP is a world-class organization, and we are honored to be the only US-based trust company to be selected for this prestigious award.”
With headquarters in New Hampshire, Perspecta finds itself increasingly attracting non-U.S. families looking for a superior trust situs in the US. Given New Hampshire’s modernized and user-friendly trust statutes, coupled with its attractive tax regime, roughly 1 in 4 of Perspecta’s clients are now domiciled outside the U.S.
This is the first time Perspecta has entered the STEP awards, having earlier this year been named Independent Trust Company of the Year in North America by the Family Wealth Report. Winners of the STEP awards will be announced in September 2015 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 Trust
Perspecta Trust is a non-depository trust company that offers a full range of trust, wealth planning and investment management services to ultra-high net worth individuals and their families within the U.S. and abroad. Based in Hampton, New Hampshire, Perspecta is strategically located to take advantage of New Hampshire’s nation-leading tax and trust laws, and has been an integral part of the state’s advancement in this area.
For more information on Perspecta Trust, please visit www.perspectatrust.com or call 603-929-2700.