Shade Tree Advisors LLC

www.shadetreeadvisors.com

Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

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Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

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Country

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State

New York

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City (Headquarters)

Saratoga Springs

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Employees

1-10

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Founded

2017

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****

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