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
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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Oct 30, 2025
The AI Gold Rush and the Ghost of 2000
Brenda Vingiello, CFA
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
Oct 30, 2025
Should You Convert Your IRA to a Roth?
Megan Breslin
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If you’ve been saving for retirement in a traditional IRA, you may have heard about the option to convert it into a Roth IRA. It’s
Oct 30, 2025
Beyond Wealth: The Top 7 Priorities of Ultra-High-Net-Worth Families
Sara Craven, CFP®
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Why Lasting Legacies Require More Than Just Financial Success Ultra-high-net-worth (UHNW) families—those with $30 million or more in investable assets—carry both extraordinary opportunities and unique
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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