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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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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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Jul 30, 2020
Sand Hill Global Advisors Named to 2020 Financial Times 300 Top Registered Investment Advisers
Sand Hill News
Sand Hill News

July 30, 2020 – Sand Hill Global Advisors, LLC is pleased to announce it has been named to the 2020 edition of the Financial Times

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Jul 20, 2020
Our Post-Pandemic Life
Brian Dombkowski
Brian Dombkowski,  CFA

At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade

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Jul 20, 2020
Bonds Get By, with a Little Help from the Fed
Meghan DeGroot
Meghan DeGroot

During WWII, the U.S. government aggressively sold war bonds to individual citizens, urging them to buy bonds to help support the war, and it proved

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Jul 20, 2020
Don’t Miss the Boat on Gifting and Estate Tax Exemptions
Elizabeth Cody
Elizabeth Cody,  CFP®

In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion

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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.