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Shade Tree Advisors LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

Shade Tree Advisors LLC operates as an independent, multi-family office serving a selective group of clients. It brings expertise in tax, estate planning, and wealth management to develop comprehensive wealth strategies and manage the administrative demands of complex financial situations. The firm emphasizes discretion and responsiveness in safeguarding clients' financial affairs.

Based in Saratoga Springs, New York, it positions itself within the financial services industry as a provider of integrated family office services. With a small to mid-sized team, it focuses on tailored, discreet support for high-net-worth individuals and families seeking coordinated planning and administration.

Find Shade Tree Advisors LLC employees' phone numbers or email addresses

Shade Tree Advisors LLC Global Highlights

Location
Employees

North America
56

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  • United States Of America
    56

Shade Tree Advisors LLC's Leadership

  • Partner at Shade Tree Advisors LLC
    D. H.
    Partner
    Mobile Phone
  • Financial Analyst Intern at Shade Tree Advisors LLC
    J. H.
    Financial Analyst Intern
    Mobile Phone
  • Unemployed at Shade Tree Advisors LLC
    B. R.
    Unemployed
    Mobile Phone

Shade Tree Advisors LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Consultant
  • Community & Social Services
  • Accounting
  • Other

Contact profiles from Shade Tree Advisors LLC

Name
Title
Contact
Location
Last Update
  • Partner at Shade Tree Advisors LLC
    D. H.
    Partner
    Mobile Phone
    May 06, 2026
  • Financial Analyst Intern at Shade Tree Advisors LLC
    J. H.
    Financial Analyst Intern
    Mobile Phone
    Oct 17, 2024
  • Unemployed at Shade Tree Advisors LLC
    B. R.
    Unemployed
    Mobile Phone
    Aug 03, 2026

Frequently Asked Questions

What is Shade Tree Advisors LLC known for?

Minus sign iconPlus sign iconShade Tree Advisors LLC was founded in 2017 and operates in the Financial Services industry. Explore Shade Tree Advisors LLC's company overview page for more information.

What is Shade Tree Advisors LLC's most common email format?

Minus sign iconPlus sign iconShade Tree Advisors LLC employees' email format typically follows the pattern of FLast@shadetreeadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Shade Tree Advisors LLC email formats with LeadIQ.

How many employees does Shade Tree Advisors LLC have currently?

Minus sign iconPlus sign iconShade Tree Advisors LLC has approximately 49 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Shade Tree Advisors LLC's key employees and leadership?

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As of August 2026, Shade Tree Advisors LLC's key employees include:

  • Partner: D. H.
  • Financial Analyst Intern: J. H.
  • Unemployed: B. R.

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