Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.

Accounting

Shade Tree Advisors LLC

Jesse George

Susan M.

Gavin McGillivray

Melissa Hughes

Matthew Salisbury

Adrienne Knapp

Bridget Horan

Andrei A. Belov

Timothy C. MacHerone

Finance and Investment

Leadership Team

Tax Team

Teams at Shade Tree Advisors LLC

Finance and Investment

Leadership Team

Tax Team