Silicon Valley has long served as a beacon throughout the country and world for the best and brightest technology professionals seeking career and economic opportunities. Within the counties of Santa Clara and San Mateo, 38% of the residents were born outside of the United States as of 2017,1 and countless more are domestic transplants from … Continued
In Part One of this series, we explored the six key qualities and characteristics to consider when selecting the executor and successor trustee for your estate. In Part Two of this series, we will next explore the various types of executors and successor trustees available. You may be surrounded by loved ones and have many … Continued
Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Manager of Client Service, Caroline Curts, CFP®, IACCP®, has been promoted to the role of Chief Compliance Officer. Ms. Curts will be responsible for overseeing the firm’s compliance with regulatory requirements and coordinating with firm leaders to ensure compliance … Continued
There are many great reasons to serve as a director or officer (D&O) of a nonprofit organization. Perhaps you have a desire to make a difference, you aspire to strengthen your community, you wish to develop and grow as a leader, or you are called upon because you possess specialized skills and expertise that could … Continued
There has been great controversy lately about regulatory changes impacting the financial industry. One set of new rules in particular – the Department of Labor’s extension of the fiduciary standard to all those companies and agents providing services and advice to investors on their retirement assets – has generated both action and debate. DOL became … Continued
When Sand Hill launched in 1982, we had one primary objective in mind. At the time, the brokerage industry was evolving from the client-centric model we had known to a sales orientation. Brokerage companies, then as now, are the distribution arm of our industry. We aimed to retain responsibility for assuring our clients could count … Continued