John Trask & Associates Background & Overview Overview

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.