Perspecta Trust Hires Family Office Industry Leader

HAMPTON, N.H., Jan. 22, 2016 -- Perspecta Trust announced today that it has hired R. Angus West as a Senior Wealth Strategist to work in its Hampton, New Hampshire headquarters.

Mr. West is a graduate of Harvard College and began his career as an investment analyst at J.P. Morgan.  Following his time at J.P. Morgan, Mr. West earned his JD degree at the Harvard Law School, where upon graduation, he joined the Boston-based law firm Ropes and Gray.  Leveraging his legal background, and over the past twenty-five years, Mr. West turned to advising high net worth families in the areas of investment management, tax and estate planning.  Most recently, Mr. West had been retained by the Cabot-Wellington family office, acting as the organization’s Executive Director and Chief Investment Officer, where he held those roles for over a decade. 

In his new capacity as Senior Wealth Strategist, Mr. West will focus his efforts on educating ultra-high net worth families and industry practitioners in the Boston area of the significant flexibility and tax benefits afforded under New Hampshire trust law.  While few realize that families do not have to be a resident, or even own property in New Hampshire to take advantage of these benefits, it will be Mr. West’s mandate to ensure that the firm’s target audience is made aware of their options, as well as what they have been foregoing unnecessarily in the past.

Perspecta Trust’s President, Scott Baker, states that “We are honored to have such an industry veteran join our ranks, as finding someone of Angus’ caliber and knowledge is truly akin to finding a needle in a haystack”.  Commenting further on the firm’s new hire, Paul Montrone, Perspecta’s Chairman and CEO adds, “Our clients require and deserve the brightest minds in the business, and having Angus on our team allows us to continue to offer just that.  We strive to deliver the best client experience in the industry, and adding talent such as Angus further affords us the ability to accomplish that goal.” 

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.