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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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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Jun 28, 2018
The Good, The Bad, The Ugly – New Tax Law Impact on Residential Real Estate
Stephen Peterson
Stephen Peterson,  CFP®

Like any classic “Spaghetti Western”, the recent major tax law has some “good” elements with regards to residential real estate, some “bad” outcomes, and some

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Jun 28, 2018
Sand Hill Global Advisors Named to 2018 Financial Times 300 Top Registered Investment Advisers
Sand Hill News
Sand Hill News

Sand Hill Global Advisors, LLC is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment

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Apr 27, 2018
The Fourth Transition
Brian Dombkowski
Brian Dombkowski,  CFA

The use of fire by primitive humans for warmth, cooking and protection 300,000 years ago enabled our species to ascend from the middle of the

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Apr 26, 2018
Estate Planning for Your Digital Assets
Kimberleigh Williams
Kimberleigh Williams,  CFP®

As our lives are increasingly spent online from bill pay, to email and blogs to Facebook and Instagram, have you thought about what happens to

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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


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.


“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.


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.