In early April, the Trump Administration unveiled its “Liberation Day” tariff plan, and it came as quite a shock, with the scope and severity of
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 AllTariffs and Turbulence


Why Family Meetings Help Estate Planning Goals


The importance of well-crafted and proactive estate planning documents is widely understood by most families with significant wealth, but arguably an even more important element
Raising Wealth-Wise Gen Alpha Kids in a Digital World


Recently, my two-year-old daughter tapped the screen of a toy expecting it to do something—anything!—instantly. When it didn’t respond, she frowned and moved on, already
Why Muted Guidance Signals Sunshine Ahead



Given the market backdrop, we are diving into the curious dance of public companies offering muted guidance during economic uncertainty—and how this often sets the
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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