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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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LOCATed in the Financial district of san francisco

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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 29, 2020
The Opportunity for Expanded Client Offerings and Technology Solutions
Anthony Craun
Anthony Craun,  CFA

As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed.

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Apr 28, 2020
GRATs are Great!
Kimberleigh Williams
Kimberleigh Williams,  CFP®

A GRAT may sound like a character from a Dr. Seuss book, but in reality, it is a great estate planning tool for clients with

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Apr 28, 2020
What You Can Do Now
Barry Taylor
Barry Taylor,  CFP®

As the COVID-19 pandemic spreads across the globe, the poorest and most vulnerable members of society are being hardest hit and most likely will be

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Apr 28, 2020
The Elimination of the Stretch IRA and Use of a Charitable Remainder Trust
Sara Craven
Sara Craven,  CFP®

December now feels like ancient history given the current state of the world, but back then, Congress passed the SECURE Act (Setting Every Community Up

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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.