“Things are strongest where they're broken.” – Louise Penny I began drafting this newsletter about the Federal Reserve in early January. The quote above is
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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Jan 29, 2026
Resilience by Design: Federal Reserve Independence at 75
Meghan Daters
Jan 29, 2026
Data, Data Everywhere, but No One Stops to Think
Sand Hill Wealth Planning
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Personally Identifiable Information (commonly known as PII) is any data that can be used to identify a specific individual, either directly—like a name, Social Security Number, or driver’s
Jan 29, 2026
Our Outlook for the Year Ahead
Brenda Vingiello, CFA
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The beginning of any new year is a natural moment for reflection and often renewed optimism, as we celebrate achievements, learn from mistakes, and consider what the coming year ahead may hold. Over
Jan 9, 2026
The Truth About Trump Accounts
Kristin Sun, CFP®, CDFA®
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Trump Accounts are a brand-new type of tax-advantaged investment account for children created by July 2025’s One Big Beautiful Bill Act (OBBBA). When OBBBA first became law, there was minimal information available regarding these accounts, but
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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