How Community Foundations Can Help Us Give Meaningfully

August 6, 2021 Barry Taylor, Senior Wealth Manager and Managing Director at Sand Hill Global Advisors joins Pamela Doherty, Senior Director of Gift Planning and Acting Chief of Philanthropy of The San Francisco Foundation to discuss what the role of community foundations is with prospective donors if donors can just give locally, what a typical … Continued

Sand Hill Closes Acquisition of Integral Financial Solutions

Repost of article originally published on October 18, 2019 by Ian Wenik on CitywireUSA. $2.5bn Fiduciary Network-backed Sand Hill acquires first RIA. The California firm, which is part of New York Private Bank & Trust’s RIA network, is acquiring Integral Financial Solutions. Sand Hill Global Advisors is making its first RIA acquisition. The $2.5 billion … Continued