The Last Mile Logistics of a Liquidity Event

July 28, 2022 For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated … Continued

Are NFTs the Future for Collectibles?

January 27, 2022 Although many consider the first NFT (non-fungible token) to have been created by digital artist Kevin McCoy in May 2014, the concept did not gain much public awareness until the launch of Cryptokitties, a blockchain-based virtual game in which players adopt, trade, and raise virtual cats in 2017.  And it really piqued … Continued

Why It’s Time to Manage Your Company Stock Before It Manages You

February 26, 2021 Below is a transcript of the video interview. Kristin Sun: Welcome, everyone, to another episode of the Sand Hill Interview series. I’m Kristin Sun, Senior Wealth Manager and Shareholder here at Sand Hill. And I’m joined by my colleague, Mark Strahs, Sand Hill’s Co-Chief Investment Officer and Shareholder. And we’re going to … Continued

Horse Ownership and You: Investing in Your Passions

February 4, 2021 “When I bestride him, I soar…” -Shakespeare, Henry V There is no question that horses and humanity are inexorably linked. The first archaeological evidence of people domesticating horses dates as far back as 3500 B.C.E. And despite the fact that tractors and cars have replaced horses for work and travel in the … Continued

10 Rules of Collecting Art

January 11, 2021 Below is a transcript of the video interview. Elizabeth Cody: Hi everyone. Welcome to another episode of the Sand Hill Interview Series. In this series, we’re going to be speaking with subject matter experts and thought leaders on all things related to complex wealth situations. My name is Elizabeth Cody. I am … Continued

The Fortuitously Aligned Misconception Error (FAME) Principle

October 14, 2020 As the capital markets have gone through turmoil in 2020 due to the global pandemic, significant portions of the equity universe have been able to hold steady and, in many cases, thrive. While many investors have benefitted by purchasing winning stocks in their portfolio, others are fortuitously exposed to public companies due … Continued

The Reality of Investment Risk

August 24, 2020 Below is a transcript of the video interview. Sara Craven: Welcome, everyone, to another episode of the Sand Hill interview series, where we discuss the science and art of navigating complex wealth. In this series, we speak with subject matter experts and thought leaders around all things pertaining to managing and dealing … Continued

The Opportunity for Expanded Client Offerings and Technology Solutions

April 29, 2020 As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services generally, and wealth management specifically, that things will never be the same again, the virus and the social distancing … Continued