August 24, 2022 Jeff Abadie, Senior Wealth Manager and Shareholder of Sand Hill Global Advisors, joins Robyn Ginney, family law attorney and Partner at the law firm of HartGinney LLP, to discuss a common question that intersects both family law and financial planning: can I keep the primary home after divorce? They discuss the financial … Continued
June 9, 2022 Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future. Below is a transcript of the video interview. Elizabeth Cody:Welcome everybody … Continued
@ One Embarcadero Center, Suite 1140, San Francisco, CA 94111 January 31, 2020 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 … Continued
Financial decisions made during your divorce will have a tremendous impact on your lifelong wellbeing; therefore, you deserve the best professional guidance to ensure those decisions are made in your best interest. While navigating the divorce process and assembling your team of professionals, you must first understand what financial advice and analysis will be required … Continued
June 22, 2017 — Sand Hill Global Advisors, a premier independent wealth management firm in the San Francisco Bay Area, is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The FT300 list recognizes the top independent RIA firms from across the U.S. Sand Hill … Continued
Palo Alto, CA – WEBWIRE – Tuesday, January 31, 2017 Sand Hill Global Advisors, a provider of wealth management services in Silicon Valley, announced today that Senior Wealth Manager, Sara Craven, CFP®, has been promoted to the role of Chief Wealth Manager. Ms. Craven will be responsible for leading the firm’s wealth management team as well as managing … 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
In my house we are running either the theme song from The Lego® Movie or the hit ballad from Disney’s Frozen on a continuous dizzying loop. Either my daughters are parading around the kitchen with their princess capes on – “letting it go” – or my son is pumping his fists in the air shouting … Continued