@ 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
For entrepreneurs and major stakeholders of Silicon Valley companies, a liquidity event puts in motion a series of complex and timely actions that investors must navigate, including potentially large tax bills to manage. For the philanthropically minded, one related tax-saving strategy worth exploring is the funding of a charitable vehicle. There are a handful of … Continued
Silicon Valley is home to countless individuals who have created significant wealth through grit and ingenuity; but it is also located in California, a notoriously litigious state. Diversifying one’s concentrated wealth in a single company stock into a well-allocated portfolio can help alleviate market risk, but how does one shield hard-earned money against the various … 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