In 1987, Sand Hill Advisors saw the need to offer customized planning-based financial services and resources for our clients. Over the past two decades, we have developed a tailored platform to meet our clients’ wide-ranging financial and transitional wealth planning needs.
Our continued success rests on:
- our recognition of the need to customize these tailored platforms,
- the comprehensive relationship we establish with each of our clients, and
- our commitment to objectivity, independence and integrity.
At Sand Hill Advisors, we recognize that the money we manage represents our clients’ hopes and dreams, and we take that responsibility very seriously by offering:
Investment Planning and Risk Management
Sand Hill Advisors is dedicated to the long-term growth and preservation of our clients’ wealth. We believe in a comprehensive and well-diversified investment strategy designed to provide consistent risk-adjusted returns over time. Each portfolio built by Sand Hill Advisors is customized, through our Comprehensive Needs Evaluation, to meet the specific cash flow, risk tolerance, and investment objectives of each client. To better understand the scope of our Investment Planning and Risk Management services, please read our Case Study, "Entrepreneurs and Concentrated Wealth."
Retirement and Estate Planning
The death of a spouse or parent, sale of a business, a sizeable inheritance or simply planning for a financially secure and comfortable retirement – each of these wealth transitions brings with it new responsibilities and questions. Sand Hill Advisors is here to help with our extensive services. To better understand the scope of our Retirement and Estate Planning services, please read our Case Study, "Real Estate and Inheritance Planning."
Philanthropic Strategies
At Sand Hill Advisors, we work closely with charitable organizations, individuals and/or families to assist in strategy development and to provide these organizations with the ongoing management of assets held in trusts, endowments, private foundations and donor-advised funds.
Divorce Financial Consulting
Sand Hill Advisors has assisted hundreds of clients in navigating this most difficult period in order to transition to a sound financial footing. Our team of experts will conduct a discovery and valuation of assets, find an equitable division of community property and develop a balanced post-marital investment structure. Often Sand Hill Advisors works with a client’s other professional advisors, such as attorneys and accountants.
Typically, clients who take advantage of our Divorce Financial Consulting expertise also become long-term clients of Sand Hill Advisors finding our services second to none. To better understand the scope of our Divorce Financial Consulting services, please read our Case Study, "Defining a Post-Marital Investment Structure ".
Solutions for Women in Transistion
Over the years, Sand Hill Advisors has developed a special capability in working with women going through major life/wealth transitions such as inheritance, divorce or "sudden wealth." Additionally, we work with families in which women are sharing more of the financial responsibility with their spouse. We have learned that women going through these types of transitions need and want active training and support. We work to inspire and educate these women to take charge of their financial lives. In addition to individual coaching, we also offer our female clients resources such as seminars and events to expand their educational and networking opportunities. We believe that a financially competent and confident woman increases her power to effect positive change in the world.