Shade Tree Advisors is an independent multi-family office with a carefully chosen set of affluent clients. Its work centers on wealth management, tax and estate planning, using customized financial strategies that cover the full range of a client's financial needs, with an emphasis on wealth growth and protection. Administrative support for managing complex financial situations is also available. The approach puts discretion, responsiveness and streamlined handling of financial affairs first, protecting assets and confidentiality. Its solutions are tailored and adapt as client needs evolve, supporting long-term financial stability.
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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 Venture Capital - Later Stage, Buyout, Growth/Expansion, Private Equity, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Direct Investing.
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