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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Dec 3, 2018
CIO Brenda Vingiello Discussing A Possible Trade Truce During Her November 30, 2018 Appearance on CNBC’s Halftime Report
Sand Hill News
Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, returned CNBC's Halftime Report program on Friday, November 30th. Watch as she discusses a possible trade truce

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Nov 29, 2018
CIO Brenda Vingiello’s November 29, 2018 Appearance on CNBC’s Halftime Report
Sand Hill News
Sand Hill News

Watch Sand Hill's Chief Investment Officer Brenda Vingiello, CFA, discuss the global trade overhang on CNBC's Halftime Report program earlier today. And stay tuned for

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Oct 30, 2018
The Robots are Coming!
Brian Dombkowski
Brian Dombkowski,  CFA

Before earning the moniker “Gen X”, my generation was known as the 13th Generation (being the country’s 13th generation since American Independence). While not the

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Oct 30, 2018
Can You Trust Your Trustee?
Kimberleigh Williams
Kimberleigh Williams,  CFP®

In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being

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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.