Beacon Trust Family Office

Overview

Beacon Trust Family Office was established in 1988 when Beacon Trust Company received its charter as the wealth-management arm of Provident Bank. Mark S. Germain founded the predecessor Beacon Wealth Management, which was later acquired and integrated into the current entity. The firm provides investment advisory, trust and estate administration, financial planning, tax services, and private banking. Asset deployment centers on public equities and fund-of-funds exposure, with confirmed long positions in Apple, Microsoft, Amazon, and NVIDIA disclosed in the Q3 2023 13F filing. Additional holdings include the SPDR S&P 500 ETF. Geographic focus remains North America, with advisory relationships concentrated in the Northeast. The firm also participates in philanthropic sponsorships through the Community FoodBank of New Jersey and the Morris Museum. Valerie A. Murray holds the role of President. The organization maintains an auditor relationship with KPMG LLP and operates as a wholly owned subsidiary of Provident Financial Services, Inc. In October 2023 John Napolitano, Senior Wealth Advisor, spoke at the Markets Group Private Wealth East Forum in New York. The parent-subsidiary architecture links Beacon Trust to Provident Bank while preserving dedicated trust and advisory functions for client families.