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LOCATED IN THE HEART OF SILICON VALLEY

AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

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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May 1, 2023

CNBC Closing Bell: Amazon Discussion | April 27, 2023

Sand Hill News

Sand Hill's Chief Investment Officer, Brenda Vingiello, CFA, made a guest appearance on CNBC's Closing Bell on April 27, 2023 to share her views on

Apr 27, 2023

Welcome Back to an Economic Cycle

Mark Strahs

With the multiple levels of support thrown at global economies and capital markets post 2019, many have forgotten what an economic cycle is, and many

Apr 27, 2023

Help the First Responders Help You

Sara Craven, CFP®

The Merriam-Webster definition of emergency is “an unforeseen combination of circumstances or the resulting state that calls for immediate action; an urgent need for assistance or

Apr 26, 2023

The “S” Word

Brenda Vingiello, CFA

Even though George Carlin and others have long pushed the boundaries, there are still some words—including a certain “S” word—that are typically not used in

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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Endowments & Foundations

Sand Hill is a leader in giving back. We have the depth and experience to steward your organization’s valuable long-term resources so you can make the greatest possible impact on the people and communities you serve.