brown shape
brown shape

Embracing Life's Financial Journey

Navigate complexity with Sand Hill by your side

Learn More

LOCATED IN THE HEART OF SILICON VALLEY

Marker Image

AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

Marker Image

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

View All
Jul 28, 2022
The Tough Stuff: How to Talk to Your Children About Money and Finances
Elizabeth Cody
Elizabeth Cody,  CFP®

No one said being a parent would be easy. In his book The Opposite of Spoiled, The New York Times money columnist Ron Lieber notes

read more
Jul 28, 2022
The Last Mile Logistics of a Liquidity Event
Anthony Craun
Anthony Craun,  CFA

For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work,

read more
Jul 28, 2022
Should You Buy Series I Bonds? What Investors Should Know Before Buying
Meghan DeGroot Daters
Meghan DeGroot Daters

A sleepy area of the bond market known as Series I Bonds has exploded in popularity this year, catching the attention of investors with its

read more
Jul 28, 2022
The Recession Obsession
Brenda Vingiello
Brenda Vingiello,  CFA

The financial market rollercoaster that we have all been on over the course of the last seven months has been tough to stomach even for

read more

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.

Learn More

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.

LEARN MORE

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.