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Embracing Life's Financial Journey

Navigate complexity with Sand Hill by your side

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LOCATED IN THE HEART OF SILICON VALLEY

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AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT

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Wealth should be something you enjoy — not something you worry about.

Our Mission

We are passionate about providing financial planning solutions and independent investment management strategies to support your lifestyle, and we specialize in overcoming complexity.

The Sand Hill Blog

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Oct 29, 2024
Can the Bull Market Continue to Run?
Mark Strahs
Mark Strahs

Following the post-COVID stimulus hangover in 2022, the bull market has continued to run. One of the key factors was the Federal Reserve’s decision to

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Oct 29, 2024
Positioning for the Future
Brenda Vingiello
Brenda Vingiello,  CFA

For the past decade, the list of the largest publicly traded U.S. companies has consistently been dominated by many of the same technology firms. These

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Oct 29, 2024
The Flexibility of the California Uniform Directed Trust Act
Sara Craven
Sara Craven,  CFP®, CEPA®

The need to identify an individual or group of individuals to step in down the road as your successor trustee can be a daunting exercise.

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Oct 29, 2024
An Optimal Approach to Beneficiary Designations and Your Children
Kristin Sun
Kristin Sun,  CFP®, CDFA®

At Sand Hill, we work with multi-generational families and one request that we sometimes see from clients is a preference to name minor children as

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Our Expertise

We’ve been here since Silicon Valley was a startup itself. That’s why when you work with Sand Hill, you have a partner that understands the unique challenges you face. From entrepreneurs and executives to individuals and families, we’re here to help you make the most of your wealth today and tomorrow. With us you’re not just a name and numbers on paper, you’re a person we want to get to know so we can help you reach your goals, streamline your life, and solidify your legacy.

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Individuals & Families

Specialized Planning Needs

Entrepreneurs

We understand there are unique challenges of managing wealth generated in Silicon Valley—from private equity and concentrated stock to liquidity events and succession planning.

Executives

Executive Compensation has grown increasingly complicated. At Sand Hill, we have long-standing experience with RSUs, deferred compensation, and specialized tax and risk management.

Multi-Generational Wealth

Helping plan for schooling, estate wealth transfer, fiscal responsibility education and business ownership are some of our focus areas. When it comes to the future, we understand the needs of families and the importance of preserving legacies.

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Let’s Work Together

If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.