SHADE TREE ADVISORS

family office services, namely, bookkeeping, tax preparation services, tax planning services, and financial record keeping for wealthy families and their related entities

financial planning services, namely, bill payment services, financial advice for retirement, investment advice, investment management; philanthropic planning services, namely, financial planning in the field of charitable giving; financial planning services, namely, charitable planning in the nature of developing and managing charitable giving programs on behalf of wealthy individuals or families; estate planning for wealthy families, individuals, and their related entities