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Simplifying Silicon Valley Life

Navigate life’s complexities with Sand Hill on your side

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LOCATED IN THE HEART OF SILICON VALLEY

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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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Apr 2, 2018
2018 Tax Rates and Brackets
Sand Hill News
Sand Hill News

For starters, the new tax law changes marginal rates and income brackets. One of the most significant aspects of the Tax Cuts and Jobs Act

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Apr 2, 2018
Changes to the Standard Deduction and Personal Exemption
Sand Hill News
Sand Hill News

Millions of Americans will be impacted by the expansion of the standard deduction and repeal of their personal exemption. With the passage of the Tax

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Apr 2, 2018
Child and Dependent Care Tax Credit
Sand Hill News
Sand Hill News

In a move that eases the pain of the repeal of the personal exemption, the child credit has doubled and is available to more families.

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Apr 2, 2018
Paycheck Withholding
Sand Hill News
Sand Hill News
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Paycheck-Cropped_0

Be sure to check your paycheck withholding. The new rules may bring some unwelcomed surprises if you’re not aware and planning accordingly. As a good

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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

“Valley Wealth” 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 starting businesses 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.