The need to identify an individual or group of individuals to step in down the road as your successor trustee can be a daunting exercise. For those who choose a corporate trustee, there was a new ruling in 2024 that allows for greater flexibility in managing trust assets. Learn more here: https://lnkd.in/gm7mD8aq
Sand Hill Global Advisors
Investment Management
Palo Alto, California 1,404 followers
We've been here since Silicon Valley was a start up itself.
About us
Sand Hill Global Advisors delivers outstanding wealth advisory and investment management services to individuals and families, as well as to endowments and foundations. For more than three decades, we have partnered with our clients to offer objective advice, customized planning, and sophisticated investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients.
- Website
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http://www.sandhillglobaladvisors.com
External link for Sand Hill Global Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Palo Alto, California
- Type
- Privately Held
- Founded
- 1982
- Specialties
- Investment Management, Wealth Management, Financial Planning, and Tax & Estate Planning Strategies
Locations
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Primary
Get directions
245 Lytton Ave
Suite 300
Palo Alto, California 94301, US
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Get directions
One Embarcadero Center
Suite 1140
San Francisco, California 94111, US
Employees at Sand Hill Global Advisors
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Jeffrey Abadie, CFP®
Senior Wealth Manager at an Independent Wealth Management Firm Located in San Francisco and Palo Alto, CA
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Sara Craven, CFP®, CEPA®
Chief Wealth Manager of a 40+ Year Wealth Management Firm Headquartered in the Hub of Innovation #WealthManagement #financialplanning #financialadvice
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Janet Hoffmann, CFA, CFP®
Senior Wealth Manager at Sand Hill Global Advisors
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Cynde Lee
Retired Chief Compliance Officer at Sand Hill Global Advisors
Updates
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Learn why having a comprehensive financial plan tailored to your individual needs is crucial for a successful retirement. #PersonalFinance #RetirementStrategies https://lnkd.in/gpn3GHY7
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We work with multi-generational families and one request that we sometimes see from clients is a preference to name minor children as account beneficiaries. There is an effective way to pass investment assets to your minor children, and it all has to do with how the beneficiary designation is worded. Learn more here: https://lnkd.in/g7kmWYjf
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As our population ages, the demand for quality eldercare services continues to rise. For some, professional eldercare management services offer vitally important solutions and comprehensive support to ensure the well-being of seniors. Read more here: https://lnkd.in/gyWQ43HV
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Watch us on Squawk Box to discuss Sand Hill Global's thoughts on the latest market trends and market outlook for 2025. https://lnkd.in/gRbjvXkE
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In an age where philanthropy plays a crucial role in supporting communities, understanding the nuances of charitable giving is essential. As we are now in the season of giving, it’s a great time to explore the benefits of qualified charitable donations. Learn more: https://lnkd.in/ghUuAg9h
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Learn about contribution limits, tax advantages, and more to make the right choice for your retirement savings. #SEPvs401k https://lnkd.in/gKY63pZq
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Find out how to combat these risks and safeguard your assets in our insightful article on cyber risk mitigation. https://lnkd.in/eB8HuZM5
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