To help potential clients better understand the services and expertise available through Sand Hill Advsisors, please find the following Case Studies. Each one represents a hypothetical case based on a composition of multiple client experiences and issues. They are presented to illustrate the services and approach of Sand Hill Advisors and are not meant to guarantee that a particular client’s needs or objectives will be met. All names and identifying details have been altered to protect the privacy of clients.*
Real Estate and Inheritance Planning
Kathy and Peter* came to us wanting to simplify the asset base they were going to pass on to their next generation without losing the income stream they were enjoying from their real estate investments. Compounding their dilemma was the complex nature of their family structure (children of prior marriages, nieces and nephews and children of their marriage) and the various assets they held jointly with various family members.
As Kathy and Peter grappled with these issues on their own, they were of the mindset to simply let their estate pass to their heirs, forcing the heirs to sort it out amongst themselves. But, neither Kathy nor Peter wanted to leave the other with a potentially complex situation. Thus, they took the advice of a friend who recommended they contact Sand Hill Advisors for their expertise in Retirement and Estate Planning. For a full copy of this Case Study, please click here.
Defining a Post-Marital Investment Structure
Sand Hill Advisors has assisted hundreds of clients in navigating this most difficult period in order to transition to a sound financial footing. Consider what we did for Janice.*
During her marriage, Janice relied on her husband, Bill,* and their professional advisors to look out for her interests in the family’s complex package of assets. That package consisted of stock and options from her husband’s successful IPO, the family home and their retirement funds. Knowing that Sand Hill Advisors’ expertise in Divorce Financial Consulting would help Janice to understand her financial situation and determine an equitable division of the family assets, Janice’s divorce attorney referred her to us. For a full copy of this Case Study, please click here.
Entrepreneurs and Concentrated Wealth
Individuals who suddenly find themselves wealthy join Sand Hill Advisor’s client base. Take Robert*, for example. Due to a highly successful IPO, Robert and his wife, Joan*, found themselves suddenly wealthy and suddenly stressed. Robert and Joan wanted to take care of their family, especially their children, but did not want to skew their children’s values and sense of financial responsibility. Additionally, Robert and Joan’s sudden wealth set up expectations from their respective family members and friends. Siblings, parents and in-laws assumed that Robert and Joan should pay for all sorts of things -- – college educations, family vacations and fancy gifts -- now that they were extremely wealthy. Equally concerning was the high-concentration of the couple’s new found wealth in Robert’s stock. Robert and Joan were deeply concerned that a misstep might eventually reverse the wealth they had so recently acquired.
An attorney who worked with Robert’s company on the IPO recommended Robert and his wife talk to Sand Hill Advisors, experts in Investment Planning and Risk Management . For a full copy of this Case Study, please click here.
* The stories presented represent hypothetical cases based on a composition of multiple client experiences and issues. These case stories are presented to illustrate the services and approach of Sand Hill Advisors and are not meant to guarantee that a particular client’s needs or objectives will be met. All names and identifying details have been altered to protect the privacy of clients.