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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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AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

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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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Sep 14, 2020
CNBC Halftime Report Discussion on Adding to Technology Investments | September 14, 2020
Sand Hill News
Sand Hill News

During her September 14, 2020 appearance on CNBC’s Halftime Report, Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, addressed the question "Is the coast clear

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Aug 10, 2020
Sand Hill’s Divorce Guide
Sand Hill News
Sand Hill News

Navigating the Financial Aspects of the Marital Dissolution Process For more than 25 years, Sand Hill’s Divorce Financial Planning team has partnered with family law

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Aug 6, 2020
Discussing the Future of Big Bank Stocks on CNBC’s Halftime Report | August 5, 2020
Sand Hill News
Sand Hill News

Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report panel on August 5, 2020. In the clip below, Brenda discusses her

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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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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.