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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 29, 2020
Estate Planning Implications to Act on Now
Barry Taylor
Barry Taylor,  CFP®

Time may be running out for high-net-worth families looking to implement advantageous estate planning strategies under current U.S. tax law as of the date of

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Oct 22, 2020
CNBC Halftime Report Discussion on Volatility Leading Into the Election | October 22, 2020
Sand Hill News
Sand Hill News

During Sand Hill CIO Brenda Vingiello's most recent appearance on the CNBC Halftime Report panel, she discusses the recent volatility leading into the election, and

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Oct 21, 2020
It Was the Best of Times and the Worst of Times
Brenda Vingiello
Brenda Vingiello,  CFA

This year will surely go down in the history books as one of the most puzzling in terms of reconciling much of the economic data

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Oct 21, 2020
The Digital Client Evolution
Anthony Craun
Anthony Craun,  CFA

While much has been made of the digital adaptations that the pandemic has forced upon businesses, so too have individuals needed to adopt new ways

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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.