Shade Tree Advisors LLC
www.shadetreeadvisors.comShade 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.
Read moreShade 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.
Read moreCountry
State
New York
City (Headquarters)
Saratoga Springs
Employees
1-10
Founded
2017
Estimated Revenue
$1,000,000 to $5,000,000
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Managing Partner
Email ****** @****.comPhone (***) ****-****Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****