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John Trask & Associates Overview
Type
Single Family Office
General Information
John Trask & Associates is a single-family office headquartered in Pennington. The firm manages the financial affairs and investments of the Trask family, focusing on long-term wealth preservation and strategic asset allocation across public and private markets. With a disciplined approach to risk management and portfolio diversification, the office supports family governance and succession planning—facilitates comprehensive wealth stewardship for current and future generations.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Single Family Office
Leadership & Principals
Corporate Office:
Pennington, United States
Portfolio & Notable Allocations
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