New Client Center!

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

Saving for Education: Are You Optimizing Your Child’s Custodial Account?

As the buzz of activity surrounding schools and universities increases, we’re reminded of the planning required to effectively save for our children’s higher education.  The options currently available to families interested in setting aside investments for higher education are primarily limited to custodial accounts and 529 plans.  Over the last decade, 529 plans have evolved … Continued