The Sand Hill Client Experience
Wherever you are in your personal and financial journey, Sand Hill’s professionals can help you plan to make the most of your wealth with strategies and sound advice. Manage major milestones, navigate unexpected situations, overcome challenges, and make optimal plans for your family, and your future. At every stage of life, Sand Hill is by your side.
It's Your Journey
Want to know how we can help when life happens?
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Preparing the Next Generation
Preparing the Next Generation
Before you send your kids out into the world, make sure they understand the value of a dollar and the importance of fiscal responsibility. We’re here to help start the conversation.
Planning for Education
Planning for Education
It’s never too early to start saving for your kids’ education. Whether you’re planning for private school, college, or both, we can help you make wise choices today so they can reach their dreams tomorrow.
First Job
First Job
Congratulations, you’re on your way! Let’s talk about strategies for wealth accumulation you can implement today to secure your tomorrow.
Marriage
Marriage
Finding your perfect partner is one of life’s greatest joys, and often introduces financial complexity. Let us help you make sure you have everything in order so you can begin your new life together with complete peace of mind.
Buying First Home
Buying First Home
Buying a home and putting down roots is an exciting milestone, but there’s a lot to think about. We can help you get prepared and make the best choices for your family.
Preparing for Children
Preparing for Children
It’s true that having children changes everything, which is why you need to prepare in more ways than one. Let’s talk about what you can do right now to give your kids the best possible start in life.
Navigating Compensation Structures
Navigating Compensation Structures
Great opportunities often come with complex compensation structures. Whether you own your own business or work for a start up, as you move up the ladder, we can help you understand your options for an optimal outcome.
Starting a Company
Starting a Company
Are you answering the call to be your own boss with an idea that will change the world? Let us help you work through the financial considerations involved, to get the most out of your success.
Liquidity Event
Liquidity Event
You’ve worked hard to get here – preserve it! We have a long history dealing with liquidity events including mergers, acquisitions, and IPOs. Let us help you navigate this transition successfully and protect what you've earned.
Wealth Transfer to the Next Generation
Wealth Transfer to the Next Generation
Turning wealth over to your heirs truly solidifies your legacy. We can help you make plans now to optimize tax benefits for the next generation, and make the most of what you’ve worked so hard to build.
Buying a Second Home
Buying a Second Home
A weekend getaway is the perfect place to make memories with your family, but non-primary residences require careful planning. Let’s make the perfect plan for buying your second (or third) home.
Philanthropic Goal Setting
Philanthropic Goal Setting
The spirit of service is built into our culture, so we’re adept at helping you fulfill your own philanthropic goals. We can help you identify causes you care about most, facilitate charitable endeavors, reach milestones, and enjoy the benefits of giving.
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Marriage Dissolution (Divorce)
Marriage Dissolution (Divorce)
We understand the challenges that come with the dissolution of a marriage, especially for high-net worth families. We’re here to help you navigate this difficult time, plan for better days ahead, and be by your side through the next phase of your life.
Inheriting Wealth
Inheriting Wealth
When someone works hard to build a legacy to leave you, it’s important to make the most of it. We can help with inheritance strategies and the impact on tax and estate planning.
Retirement
Retirement
You’ve worked your whole life to reach this stage, and now it’s time to enjoy the fruits of your labor! Whether your retirement dream is to sail around the world, dabble in angel investing, or play golf every day, let us help you navigate this exciting new chapter.
Medicare and Social Security Planning
Medicare and Social Security Planning
Medicare and Social Security offer life-long benefits for retirees, but navigating these complex government programs can be challenging. We’ve done it before, and we’re here to guide you.
Elder Care and Home Transitions
Elder Care and Home Transitions
Late-in-life care and decisions about where you want to live for the long-term can put a strain on both you and your family. Making plans now will help you transition smoothly when the time comes, and make it easier on your loved ones, too.
Estate Transfer Guidance
Estate Transfer Guidance
Losing a loved one is always painful, but planning in advance can help lighten the load for those left behind. We’re here to support your needs today, help you plan for tomorrow, and offer guidance for your family whenever they need it.
Endowments & Foundations
Silicon Valley is a leader in giving back. We have the expertise 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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