Shade Tree Advisors LLC

Shade Tree Advisors, based in Saratoga Springs, New York, is an independent multifamily office offering comprehensive wealth management, tax, and estate planning services. The firm focuses on buyout and real estate investments across the United States, serving a select clientele with tailored wealth strategies.

Seneca Financial Advisors LLC, headquartered in Rochester, NY, is a fiduciary financial advisory firm specializing in personalized wealth management and financial planning for affluent individuals and families. The firm emphasizes risk management, diversification, and customized portfolio strategies without a specific real estate focus.

DS Advisors is a New York-based family office that adopts a patient, value-driven approach, primarily investing in public equities through a flexible mandate and permanent capital base. The firm focuses on both public and private investment opportunities.

Bayshore Capital is a Tampa-based boutique investment firm founded as a private multi-family office, focusing on a diverse range of sectors including consumer finance, technology, and real estate. The firm emphasizes investing in attractive opportunities with strong downside protection across eight countries.

Lansing Street Advisors, founded in 2020 and based in Ambler, Pennsylvania, is a fiduciary investment advisory firm specializing in comprehensive wealth management, including stocks, mutual funds, real estate, and estate planning strategies focused on tax mitigation and cash flow planning.

Altman Advisors is a Chicago-based multi-family office and asset management firm founded in 1977 by Sheldon Altman. The independent firm offers comprehensive wealth management, multi-generational financial planning, tax and estate planning, and alternative investment strategies, managing over $450 million in assets.