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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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Oct 30, 2023
Things Really Are Different This Time
Brenda Vingiello
Brenda Vingiello,  CFA

John Templeton, the famous investor and creator of the Templeton Growth Fund, is credited with the popular saying, “The four most dangerous words in the

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Oct 30, 2023
Donor-Advised Funds Considerations to Help Accomplish Your Philanthropic Goals
Jeffrey Abadie
Jeffrey Abadie,  CFP®

A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity that allows a donor to contribute, receive an immediate tax deduction,

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Oct 30, 2023
Another Update to Inherited IRA Distribution Rules
Janet Hoffmann
Janet Hoffmann,  CFA, CFP®

Normally a dry and straightforward topic, inherited IRA rules have been anything but over the last several years due to a number of recent changes

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Oct 30, 2023
Weight a Minute: Will GenAI Transform Your Figure?
Mark Strahs
Mark Strahs

In a period increasingly driven by technology and the pursuit of better health outcomes, innovation in weight loss drugs and Generative Artificial Intelligence (GenAI) have

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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.