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Embracing Life's Financial Journey

Navigate complexity with Sand Hill by your side

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LOCATED IN THE HEART OF SILICON VALLEY

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AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

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Wealth should be something you enjoy — not something you worry about.

Our Mission

We are passionate about providing financial planning solutions and independent investment management strategies to support your lifestyle, and we specialize in overcoming complexity.

The Sand Hill Blog

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Sep 3, 2024
CNBC Squawk Box: Market Trends | August 30, 2024
Sand Hill News
Sand Hill News

Brenda Vingiello, Sand Hill Global Advisors CIO, joins ‘Squawk Box’ to discuss the latest market trends ahead of the opening bell. This content was produced

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Jul 30, 2024
Focusing on the Big Picture
Brenda Vingiello
Brenda Vingiello,  CFA

When I started working on Wall Street about a generation ago, it was a pivotal moment for the economy and was during what was then

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Jul 30, 2024
How We Partner With Endowments and Foundations
Meghan DeGroot Daters
Meghan DeGroot Daters

“Good actions give strength to ourselves and inspire good actions in others.” ― Plato At Sand Hill, we are proud of our partnership with many

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Jul 30, 2024
Choosing Your Legacy: Deciphering Per Stirpes Vs. Per Capita in Estate Planning
Miriam Santiago
Miriam Santiago,  CFP®

Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes after you pass away. Among the

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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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Individuals & Families

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.

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Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.