Aspen Tree Advisors Background & Overview Overview

General Information

Aspen Tree Advisors is a single-family office headquartered in New York. The firm manages the financial affairs and investments of a single family, focusing on long-term capital preservation and growth. Aspen Tree Advisors provides tailored wealth management, estate planning, and strategic advisory services—supports generational wealth transfer and aligns investment strategies with the family’s objectives across asset classes and private market opportunities.