Shade Tree Advisors is an independent, multi-family office serving a select group of affluent clients. The firm focuses on wealth management, tax, and estate planning, providing customized financial strategies to address clients' comprehensive financial needs, with an emphasis on wealth growth and protection. The firm also offers administrative support to manage complex financial situations. Their approach prioritizes discretion, responsiveness, and streamlined management of financial affairs, ensuring asset protection and confidentiality. Shade Tree Advisors provides tailored solutions that adapt to clients' evolving needs, ensuring long-term financial stability.
Public regulatory records matched to Shade Tree Advisors from SEC and IRS filings.
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Shade Tree Advisors is a multi family office (mfo) based in Saratoga Springs, United States, managing approximately $800M in assets.
Shade Tree Advisors is headquartered in Saratoga Springs, United States.
Shade Tree Advisors manages approximately $800M in assets under management.
Shade Tree Advisors was founded in 2017.
Shade Tree Advisors focuses on Buyout, Private Equity, Growth/Expansion, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Commercial & Professional Services, Finance.
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