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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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Aug 15, 2022
CNBC Halftime Report: More Gains Ahead? | August 12, 2022
Sand Hill News
Sand Hill News

Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA join the CNBC Halftime committee to discuss inflation and market outlook for the months ahead. Her

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Aug 12, 2022
Celebrating Sand Hill’s 40th Anniversary!
Sand Hill News
Sand Hill News

August 12, 2022 2022 marks Sand Hill Global Advisor’s 40th year of helping our clients work toward their financial goals. We could not have grown

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Jul 28, 2022
The Tough Stuff: How to Talk to Your Children About Money and Finances
Elizabeth Cody
Elizabeth Cody,  CFP®

No one said being a parent would be easy. In his book The Opposite of Spoiled, The New York Times money columnist Ron Lieber notes

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Jul 28, 2022
The Last Mile Logistics of a Liquidity Event
Anthony Craun
Anthony Craun,  CFA

For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work,

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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.