Though the year-end fast approaches, it is never too late to review strategic planning opportunities and preview what lies ahead in 2026. With the signing
Embracing Life's Financial Journey
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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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Dec 4, 2025
Looking Forward to 2026: What to Know at Year End ‘25
Kristin Sun, CFP®, CDFA®
Nov 20, 2025
Balancing Primary and Secondary Private Market Exposures
Drew Kunde, CFA, CAIA
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Over the last few years, private equity managers have faced several cash flow challenges as the amount of capital committed by investors has exceeded the
Oct 30, 2025
The AI Gold Rush and the Ghost of 2000
Brenda Vingiello, CFA
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With many recent news headlines dishing out growing trepidation about a possible stock market bubble, it’s hard to believe that just six months ago, investors
Oct 30, 2025
Big Beautiful Charitable Giving Recommendations for Year End
Janet Hoffmann, CFA, CFP®
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With two months remaining in 2025 and a new tax bill recently passed with provisions that will affect charitable giving strategies, now is a great
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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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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