Following the post-COVID stimulus hangover in 2022, the bull market has continued to run. One of the key factors was the Federal Reserve’s decision to
Embracing Life's Financial Journey
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The Sand Hill Blog
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Oct 29, 2024
Can the Bull Market Continue to Run?
Mark Strahs
Oct 29, 2024
Positioning for the Future
Brenda Vingiello, CFA
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For the past decade, the list of the largest publicly traded U.S. companies has consistently been dominated by many of the same technology firms. These
Oct 29, 2024
The Flexibility of the California Uniform Directed Trust Act
Sara Craven, CFP®, CEPA®
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The need to identify an individual or group of individuals to step in down the road as your successor trustee can be a daunting exercise.
Oct 29, 2024
An Optimal Approach to Beneficiary Designations and Your Children
Kristin Sun, CFP®, CDFA®
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At Sand Hill, we work with multi-generational families and one request that we sometimes see from clients is a preference to name minor children as
Our Expertise
We’ve been here since Silicon Valley was a startup itself. That’s why when you work with Sand Hill, you have a partner that understands the unique challenges you face. From entrepreneurs and executives to individuals and families, we’re here to help you make the most of your wealth today and tomorrow. With us you’re not just a name and numbers on paper, you’re a person we want to get to know so we can help you reach your goals, streamline your life, and solidify your legacy.
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Specialized Planning Needs
Entrepreneurs
We understand there are unique challenges of managing wealth generated in Silicon Valley—from private equity and concentrated stock to liquidity events and succession planning.
Executives
Executive Compensation has grown increasingly complicated. At Sand Hill, we have long-standing experience with RSUs, deferred compensation, and specialized tax and risk management.
Multi-Generational Wealth
Helping plan for schooling, estate wealth transfer, fiscal responsibility education and business ownership are some of our focus areas. When it comes to the future, we understand the needs of families and the importance of preserving legacies.
Endowments & Foundations
Sand Hill is a leader in giving back. We have the depth and experience to steward your organization’s valuable long-term resources so you can make the greatest possible impact on the people and communities you serve.
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