Sand Hill Opens New San Francisco Office

Sand Hill Opens New San Francisco Office

@ One Embarcadero Center, Suite 1140, San Francisco, CA 94111

The New Year offers a time for each of us to reflect on the year that was, as well as a chance to recommit to our own improvement and growth in the future. For Sand Hill, that commitment has always been to put our clients’ interests first at all times, a commitment that goes far beyond a conflict-free investment approach to include investing in the best possible people to deliver the best possible advice to get you and your family to your financial goals. And for a growing component of our client base, that commitment includes providing better geographic accessibility to our firm and its offering.

As Sand Hill has tripled in size over the last ten years, we have expanded our talent, capabilities and client base significantly. While it has been a long journey in some respects, our growth over the years has been due to the trust that you, our clients, have placed in us, combined with the amazing dedication and talents of our employees. And in response, we made a commitment to proactively invest in the necessary resources to support that growth so that our clients and employees could experience the best possible outcomes together along the way.  

Accordingly, we are pleased to announce that Sand Hill has opened a new office in San Francisco! Located in the heart of the Financial District in the Embarcadero Center, this second office will allow us to more effectively serve our San Francisco, North and East Bay clients. It will house anywhere between eight to ten Sand Hill team members at any given time, have ample meeting space for you and your Wealth Manager, and importantly, have fully validated parking available for your convenience in any of the Embarcadero Center underground parking garages.

Beyond establishing a local geographic presence for our clients, the new office will also improve our ability to attract and retain the best possible talent as we all contend with growing Bay Area commute times and the desire for our professionals to spend more time with our clients and less time on the road. And finally, our San Francisco presence will help grow our network of highly trusted tax and estate advisors to better serve our existing and prospective clients. 

As we enter the new decade, we do so with an expansionary mindset and a commitment to bring our best to our relationship with you in the years to come. So whether you prefer “Nob Hill” (San Francisco) to “Sand Hill” (Silicon Valley) or simply have friends, family or trusted advisors that could benefit from our expanded presence in the city, we look forward to welcoming you and them in our new office. Thank you for entrusting us with your wealth and for being a valuable partner of Sand Hill’s. We wish you all health, happiness and prosperity in the year ahead.

Articles and Commentary Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.  
Video Presentations All video presentations discuss certain investment products and/or securities and is being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect SHGA's or Brenda Vingiello’s (as applicable) views as of the date of the video. Such views are subject to change at any point without notice. You should not treat any opinion expressed by SHGA or Ms. Vingiello as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Neither SHGA nor Ms. Vingiello guarantees any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA or one of its employees may have a position in the securities discussed and may purchase or sell such securities from time to time. Some of the information in this video has been obtained from third party sources. While SHGA believes such third-party information is reliable, SHGA does not guarantee its accuracy, timeliness or completeness. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.

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