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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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Jan 31, 2020
CNBC Halftime Report Discussion on the Recent Market Volatility | January 31, 2020
Sand Hill News
Sand Hill News

In the above video from CNBC’s Halftime Report, Sand Hill Chief Investment Officer, Brenda Vingiello, CFA discusses how to approach the market volatility. You are

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Jan 31, 2020
Sand Hill Opens New San Francisco Office
Brian Dombkowski
Brian Dombkowski,  CFA

@ One Embarcadero Center, Suite 1140, San Francisco, CA 94111 The New Year offers a time for each of us to reflect on the year

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Jan 31, 2020
Making the Most of Your Windfall
Elizabeth Cody
Elizabeth Cody,  CFP®

Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and

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Jan 31, 2020
The Proper Way to Name a Minor as Your IRA Beneficiary
Kristin Sun
Kristin Sun,  CFP®, CDFA®

One of the more common requests we hear from clients is their preference to name their minor children as IRA beneficiaries. Unfortunately, minors are legally

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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.