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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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Jun 18, 2019
Phew! IRS Announces No Clawback of the Lifetime Gift Tax Exemption
Sara Craven
Sara Craven,  CFP®

The Tax Cuts and Jobs Act of 2017 generously increased the Lifetime Exemption for gifts from what was a $5 million base amount per person

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Jun 5, 2019
Sand Hill Wins Two American Advertising Awards for Elements of Advertising and Website Redesign
Sand Hill News
Sand Hill News

Sand Hill Global Advisors, LLC, (“Sand Hill”) a provider of wealth management services in Silicon Valley, announced today that it was awarded two 2018 American

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May 23, 2019
CNBC Halftime Report Discussion on Apple’s Impact on the Big Market Picture | May 22, 2019
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC's Halftime Report panel this week to discuss the U.S.-China trade war and it's impact

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Apr 24, 2019
It’s Time to Get REAL, California
Kimberleigh Williams
Kimberleigh Williams,  CFP®

If Dante’s Inferno had named a 10th circle of hell, it might have been called the “Line at the Department of Motor Vehicles (DMV)”. 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

“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.