The start of a new year often inspires reflections on the past, with renewed effort to apply any lessons we've learned to try to anticipate
Embracing Life's Financial Journey
Navigate complexity with Sand Hill by your side
LOCATED IN THE HEART OF SILICON VALLEY
AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT
Wealth should be something you enjoy — not something you worry about.
Our MissionWe 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
Jan 29, 2025
Cutting Through the Noise: Insights and Outlook for the Year Ahead
Brenda Vingiello, CFA
Jan 29, 2025
Final Rules for Inherited IRA Owners in a Post-SECURE Act World
Kristin Sun, CFP®, CDFA®
link
Between now and 2045, Cerulli Associates estimates that more than $80 trillion in wealth will be transferred from the Baby Boomer generation to their heirs.
Jan 29, 2025
Calling the Plays: How the Fed Quarterbacks Mortgage Rates
Meghan DeGroot Daters
link
The U.S. economy spent most of 2024 with short-term interest rates stuck at around 5.3%. Then, in September, the Fed finally began lowering rates just
Jan 29, 2025
Initial Steps to Take for Widows
Kimberleigh Williams, CFP®
link
The death of a spouse can be one of the most stressful events you’ll ever experience. Even if it is expected after a long illness
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 MoreIndividuals & 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.
Endowments & Foundations
Sand Hill is a leader in giving back. We have the depth and experience to steward your organization’s valuable long-term resources so you can make the greatest possible impact on the people and communities you serve.
LEARN MORE