Brenda Vingiello, Sand Hill’s Chief Investment Officer, joined Squawk Box to discuss her thoughts on the latest market trends and market outlook for 2025. This
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
View All
Dec 11, 2024
CNBC Squawk Box: Market Trends | December 11, 2024
Sand Hill News
Oct 29, 2024
Can the Bull Market Continue to Run?
Mark Strahs
link
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
Oct 29, 2024
Positioning for the Future
Brenda Vingiello, CFA
link
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
Oct 29, 2024
The Flexibility of the California Uniform Directed Trust Act
Sara Craven, CFP®, CEPA®
link
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.
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.
LEARN MORE