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LOCATED IN THE HEART OF SILICON VALLEY

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Jul 22, 2019
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Sand Hill News
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Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, during her July 18, 2019 appearance on CNBC’s Halftime Report. In the above video, following Netflix's

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Jun 27, 2019
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June 27, 2019 – Sand Hill Global Advisors, LLC is pleased to announce it has been named to the 2019 edition of the Financial Times

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The Tax Cuts and Jobs Act of 2017 generously increased the Lifetime Exemption for gifts from what was a $5 million base amount per person

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Sand Hill News

Sand Hill Global Advisors, LLC, (“Sand Hill”) a provider of wealth management services in Silicon Valley, announced today that it was awarded two 2018 American

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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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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.

“Valley Wealth” has grown increasingly complicated. At Sand Hill, we have long-standing experience with RSUs, deferred compensation, and specialized tax and risk management.

Helping plan for schooling, estate wealth transfer, fiscal responsibility education and starting businesses are some of our focus areas. When it comes to the future, we understand the needs of families and the importance of preserving legacies.

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If you’re looking for a forward-thinking partner to simplify the complexities of your financial life, we’d like to help. Let’s talk.

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