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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Oct 12, 2018
The Yield Curve and Recessions. Relationship Status: It’s Complicated
Meghan DeGroot
Meghan DeGroot

Is the yield curve telling us we are headed for a recession? Since the 1950’s, all U.S. recessions have been preceded by an inverted Treasury

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Oct 10, 2018
Trading Places — Changing Residency from a High Tax State
Stephen Peterson
Stephen Peterson,  CFP®

Welcome to California, such a lovely place … you can check out any time you like, but you can never leave. Despite its natural beauty,

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Oct 5, 2018
Brenda Vingiello’s October 5, 2018 Appearance on CNBC’s Halftime Report
Sand Hill News
Sand Hill News

We are proud to announce Sand Hill's Chief Investment Officer Brenda Vingiello, CFA, is now a regular contributor on CNBC's Halftime Report program. Click the

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Sep 13, 2018
Demystifying Social Security Retirement Benefits for Divorcees
Kristin Sun
Kristin Sun,  CFP®, CDFA®

Understanding Social Security retirement benefits can be a daunting task for many, but even more so for divorcees. The eligibility rules are different when collecting

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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.