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

The Finance and Investment team at Shade Tree Advisors LLC is dedicated to delivering tailored wealth management solutions for our high-net-worth clients. They analyze financial markets, develop investment strategies, and closely monitor portfolio performance, ensuring optimal asset allocation and risk management. With a focus on collaboration and informed decision-making, the team works to safeguard and grow client wealth while maintaining the utmost discretion and responsiveness.

Finance and Investment

Leadership Team

Tax Team

Finance and Investment

About

Team members

Other teams at Shade Tree Advisors LLC

Leadership Team

Tax Team