2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

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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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Apr 27, 2018
The Fourth Transition
Brian Dombkowski
Brian Dombkowski,  CFA

The use of fire by primitive humans for warmth, cooking and protection 300,000 years ago enabled our species to ascend from the middle of the

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Apr 26, 2018
Estate Planning for Your Digital Assets
Kimberleigh Williams
Kimberleigh Williams,  CFP®

As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to

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Apr 26, 2018
Tackling the Challenges of a Concentrated Position by Creating a CRUT
Elizabeth Cody
Elizabeth Cody,  CFP®

Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions

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Apr 26, 2018
UTMA, UGMA, OMG
Stephen Peterson
Stephen Peterson,  CFP®

  Custodial accounts are the simplest way to give property to minors, easily established at banks and brokerage firms, and do not require the need

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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.