2018 Tax Review

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

brown shape
brown shape

Simplifying Silicon Valley Life

Navigate life’s complexities with Sand Hill on your side

Learn More

LOCATED IN THE HEART OF SILICON VALLEY

Marker Image

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

View All
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

read more
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

read more
Oct 30, 2018
Wheels Up! Tax Law Change Makes Private Jet Ownership Affordable for Executives
Sara Craven
Sara Craven,  CFP®

Executives who previously determined that private jet ownership was unaffordable may now be able to justify this purchase thanks to the Tax Cuts and Jobs

read more
Oct 30, 2018
Liquidity – That Giant Sloshing Sound
Rob Hutchinson
Rob Hutchinson

In the decade since the severe credit crisis of 2008, the Federal Reserve Bank has pumped over three trillion dollars of liquidity into the markets

read more

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.

Learn More

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.

LEARN MORE

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.