Family governance is not a document you complete once and file away. It is a living system that grows and adapts just as the family
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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Dec 26, 2025
Sustaining the Family Legacy: Keeping Governance Alive Across Generations
Sara Craven, CFP®
Dec 26, 2025
Foundations of Family Governance: Turning Wealth Into a Living Legacy
Sara Craven, CFP®
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Strong family governance begins with something simple but often overlooked: clarity. Clarity about what the family stands for, where it wants to go, and how
Dec 9, 2025
Is Your Advisor Leaning In?
Sara Craven, CFP®
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When you work with a wealth advisor, investment and financial planning experience is expected. But what truly defines an exceptional advisory relationship is something deeper:
Dec 8, 2025
Do Something Today Your Future Self Will Thank You For
Sara Craven, CFP®
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There’s an old saying that the best time to plant a tree was 20 years ago, and the second-best time is today. The same holds
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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