Founded in 2013, Perspecta Trust, LLC is an independent, partner-owned firm that provides integrated wealth management services. Operating as a fiduciary, the company offers conflict-free advice and comprehensive services including investment management, trust and estate planning, tax strategy, and philanthropic advising. Its mission is to deliver customized and objective guidance to a select group of ultra-high-net-worth families, helping them preserve and grow their wealth across generations.

Founded in

United States