Many successful small and mid-sized companies are increasingly opting to remain private, driven by a combination of strategic, financial, and operational factors. Founders often prefer
Embracing Life's Financial Journey
Navigate complexity with Sand Hill by your side
LOCATED IN THE HEART OF SILICON VALLEY
AND IN THE HEART OF SAN FRANCISCO'S FINANCIAL DISTRICT
Wealth should be something you enjoy — not something you worry about.
Our MissionWe 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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Aug 11, 2025
Fundamental Shifts Evolving Within Private Markets
Drew Kunde, CFA, CAIA
Jul 31, 2025
AI and the Promise of a Better Client Experience
Anthony Craun, CFA
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Press 3 for customer service. Please go to our website for your requested information. Hi, I’m Alex, let’s get you started with a chat. Over
Jul 31, 2025
2020s – The Decade of Resilience
Brenda Vingiello, CFA
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Every decade of investing brings its own distinct challenges and opportunities. Nonetheless, the saying “history never repeats itself, but it always rhymes” is often a
Jul 31, 2025
Admitting that Non-Admitted Insurance Is Here to Stay
Stephen Peterson, CFP®
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As natural disasters continue to adversely impact much of the country, standard (or admitted) insurance is becoming increasingly difficult for homeowners to secure. As a
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.
Learn MoreIndividuals & 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.
Endowments & Foundations
Sand Hill is a leader in giving back. We have the depth and experience to steward your organization’s valuable long-term resources so you can make the greatest possible impact on the people and communities you serve.
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