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Beacon Trust Family Office
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.
Beacon Trust Family Office
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.
General information
Firm type
Multi Family Office
Year founded
1988
Location
Region
North America
Country
United States
City
Morristown
Principals
Valerie A. Murray
President
Mark S. Germain
Founder
Sector focus
Frequently asked questions
What is Beacon Trust Family Office?
Beacon Trust Family Office is a multi family office headquartered in Morristown, United States.
When was Beacon Trust Family Office founded?
Beacon Trust Family Office was founded in 1988.
Where is Beacon Trust Family Office headquartered?
Beacon Trust Family Office is headquartered in Morristown, United States, in the North America region.
What does Altss track for Beacon Trust Family Office?
Altss maintains an OSINT-verified profile of Beacon Trust Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Beacon Trust Family Office's website?
Beacon Trust Family Office's public website is beacontrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Beacon Trust Family Office?
Beacon Trust Family Office is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Beacon Trust Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Beacon Trust Family Office's Altss profile last updated?
Beacon Trust Family Office's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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