Aspen Tree Advisory

​Aspen Tree, LLC is a highly specialized consulting and advisory firm with demonstrated success originating and maintaining strong relationships within the ultra-high-net-worth community. 

​Aspen Tree's primary areas of focus are identifying and managing strategic relationships and opportunities, within the alternative investment, private equity, venture capital, real estate, RIA and family office community.

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Our Founder and History

​Thomas J. Haug is the founder of Aspen Tree, LLC (founded in 2015). Mr. Haug currently sits as Head of Family Office Co-investment and Advisory for three NYC based family offices, one of which is a multi-billiondollar family. Mr. Haug takes pride in building lasting relationships atop a foundation of performance and integrity. Mr. Haug decided to capitalize on this void he observed in the community as a trusted advisor to over 31 single family offices throughout his career as an advisor and banker.

Thomas J. Haug is the founder and Managing Member of Aspen Tree Advisory, a highly specialized family office, venture capital, hedge fund, private equity consulting and advisory firm. Mr. Haug is a trusted advisor who actively serves his clients on all facets of asset allocation, co-investments, structuring and diligence of current and contemplated holdings, increasing and preserving their families’ wealth while helping their companies grow and expand.

A serial entrepreneur at heart, Mr. Haug recently launched an investor led consulting practice, helping business’s launch, scale, integrate and accelerate their path to success. We are venture capitalists, serving as a powerful conduit to growth, helping companies achieve their goals; lastly the Mr. Haug is the Creator and Contributing Host of Venture Talk Weekly “We are real investors, investing in real companies and talking about the current venture capital environment, private and public market conditions.” Mr. Haug serves on the board of multiple domestic and international companies.

Given Mr. Haug's close relationships with the ultra-high net worth community, he has ample experience in opportunity zone investments, special purpose acquisition companies, impact related opportunities, alternative financing, structuring, early-stage venture capital, energy, alternative energy, and the cannabis sector.

Previously, Mr. Haug was the President and Member of A.W. Jones Private Advisors. Prior to that, he served as Managing Director and Senior Advisor at Fieldpoint Private following his tenure at First Republic Bank, where he was Managing Director and provided advisory services to family offices and ultra-high-net-worth individuals on wealth management, banking, trust, and lending. Before joining First Republic, Mr. Haug served as a Private Banker at North Fork Bank. His early career included positions with Discount Funding and Concord Mortgage Corporation.

Throughout his successful career, Mr. Haug has been responsible for several hundred million dollars of investment advisory assets and just under a billion dollars of debt financing. His clients include ultra-high net worth individuals, family offices, public and private companies as well as hedge fund, private equity, and venture capital firms.

Mr. Haug is also part of various philanthropic organizations. He currently sits on the Hearts and Grants Committee of Help for Children, supports the Alzheimer's Drug Discovery Foundation, serves as a Global Ambassador to an organization that aids in the rescue and rehabilitation of trafficked children and served as a Rescue and Recovery Responder in Ground Zero, following the September 11th attacks on the World Trade Towers. Mr. Haug has been repeatedly credited for his thought leadership. Having spoken and lectured at over 75 global events, addressing topics such as: alternative investments, entrepreneurship, family office related matters, capital markets, cannabis, alternative debt, real-estate, and venture capital.

​A New York native and avid outdoorsman growing up on Long Island, Mr. Haug most enjoys outdoor time with his young daughters Serafina and Sorley, especially venturing out deep on the high seas.