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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
55

Minus sign iconPlus sign icon
  • United States Of America
    55

Shade Tree Advisors LLC's Leadership

  • Stylized image of a person
    D. H.
    Partner
    Mobile Phone
  • Stylized image of a person
    J. H.
    Financial Analyst Intern
    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
  • Stylized image of a person
    D. H.
    Partner
    Mobile Phone
    May 06, 2026
  • Stylized image of a person
    J. H.
    Financial Analyst Intern
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Shade Tree Advisors LLC known for?

Minus sign iconPlus sign iconShade Tree Advisors LLC was founded in 2017 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 . 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 50 employees as of July 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 July 2026, Shade Tree Advisors LLC's key employees include:

  • Partner: D. H.
  • Financial Analyst Intern: J. H.

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