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Shade Tree Advisors LLC Overview
Type
Multi Family Office
Year Founded
2017
General Information
Shade Tree Advisors LLC is a multi-family office headquartered in Saratoga Springs, United States. Founded in 2017, the firm supports affluent families with tax, estate and wealth management expertise, building comprehensive strategies while handling complex administrative needs. It manages assets exceeding $1 billion for a selective client roster—delivering integrated planning and investment oversight across portfolios, private funds and direct investments.
Contact Information
Website:
http://www.shadetreeadvisors.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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