New Client Center!

We've launched our new personalized Client Center. Credentials will be provided by your Sand Hill Team.

The Charitable Lead Trust: A Vehicle Worth Considering in a Low Interest Rate Environment

Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are starting to see signs that rates may gradually rise.   That begs a question: are there unique financial planning opportunities worth … Continued