2018 Tax Review

View Sand Hill's current assessment of the sweeping U.S. tax code overhaul signed into law in late 2017.

Jane Williams

Jane Williams

Chairman
Shareholder
650–854–9150 LinkedIn

Jane Williams has wealth management in her blood. Born into a financially-minded family, she had many family role models from an early age. Jane herself began investing and following the markets in high school. As Sand Hill’s Chairman and co-founder, she has built more than a career out of her passion. She has built a legacy.

Jane began her career in the early 70’s as an economist and then had the opportunity she’d hoped for at Merrill Lynch. She knew early on that she would love the work and in 1982 turned her passion into a platform for empowerment when she co-founded Sand Hill Global Advisors, as a female pioneer in the investment industry. Helping people through life’s challenges and joys by listening, offering sound advice, and guiding them with strong investment management has been the essence of her work and has firmly established Sand Hill as a trusted advisor to clients for over 35 years.

Today, Jane shares her passion at the industry level through her role as Chairman of the Board of Governors of the Investment Adviser Association, the organization that represents fiduciary advisors and investors to support the highest operating standards in the financial services industry. The organization actively works with legislators, regulators, and agencies as they prepare the rules and regulations that govern the marketplace. A recognized expert in her field with over 40 years of experience with high net worth individuals, families, women, foundations, and endowments, Jane focuses her energy on supporting those high standards across the fiduciary side of the financial services industry, as well as within Sand Hill where clients’ best interests and security are our first priorities. A frequent public speaker, Jane participates in industry panels and has served as a qualified expert in several Bay Area counties testifying in court actions on financial topics such as prudent investment strategies and reasonable rates of return. She sits on Sand Hill’s Executive Committee, the governance entity charged with setting the firm’s long-term strategic course, and still enjoys remaining actively involved helping people start their financial journey.

Throughout her distinguished career, Jane has worked with a variety of non-profit organizations. She served on the Board of the Silicon Valley Community Foundation and its predecessor, the Peninsula Community Foundation, for seven years, chairing the Investment Committee for most of her tenure. She was also a Trustee of the University of California Santa Barbara Foundation, chairing the Investment and Finance Committees, and serving on the Executive Committee. Jane exemplifies the spirit of both entrepreneurship and philanthropy that we at Sand Hill take such pride in.

Latest Blog Posts by Jane Williams

Jan 28, 2014
News From Sand Hill: Looking Towards the Future
News From Sand Hill: Looking Towards the Future

This year Sand Hill Global Advisors will celebrate its 32nd anniversary serving families and organizations here in the Bay Area.  Over the years, we’ve built

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Nov 4, 2013
Mixed Company
Mixed Company

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

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