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Mathematics is the language of innovation. Today we celebrate its power to shape our world. At Sand Hill, we rely on the precision and insight that math brings to our investment process. Every calculation counts. Here’s to the beauty of numbers and their impact on our work.

Endowments and foundations play a vital role in sustaining missions for the long term, requiring strategic financial oversight to balance growth, stability, and responsible stewardship. Read more: sandhillglobaladvisors.com/blog/how-we-pa…

As our population ages, the need for quality eldercare services is growing, and traditional family-based care isn’t always feasible. At Sand Hill, we help clients explore options, assess affordability, and plan for the future with confidence. Read more: sandhillglobaladvisors.com/blog/the-indis…

At Sand Hill, we guide widows through life transitions with care and expertise, ensuring they feel supported and confident in managing their financial future. Learn more: sandhillglobaladvisors.com/blog/initial-s… #FinancialPlanning #WidowSupport #WealthManagement #LifeTransitions

The “kiddie tax” rules prevent parents from shifting investment income to their children to take advantage of lower tax brackets. Learn more: sandhillglobaladvisors.com/blog/why-do-my… #TaxPlanning #WealthTransfer #FinancialEducation #EstatePlanning

You may be in a position to be more generous with your portfolio. However, it’s important to understand the tax implications and cash flow impact of gifting during your lifetime. Learn more: sandhillglobaladvisors.com/blog/2025-gift… #EstatePlanning #GiftingStrategies #FinancialPlanning

Exit planning isn’t just about securing wealth - it’s about shaping your legacy. The sooner you start, the better positioned you’ll be for a successful transition. Learn more: sandhillglobaladvisors.com/blog/the-advan… #ExitPlanning #BusinessTransition #WealthManagement #LegacyPlanning

As your child heads off to college, you might assume you still have access to their medical information in case of an emergency—but once they turn 18, privacy laws say otherwise. Learn more: sandhillglobaladvisors.com/blog/college-b… #CollegeBound #HIPAA #EstatePlanning #FinancialPlanning

At Sand Hill Global Advisors, we recognize that substantial wealth brings both opportunities and responsibilities across generations. Helping to plan for school, estate wealth transfer, fiscal responsibility education, and business ownership are some of our focus areas.

Wealth should be something you enjoy - not something you worry about. This perspective shapes our work at Sand Hill. For Bay Area professionals, we address the complexities that often follow financial success: concentrated stock positions, tax considerations, and more.

You're not just numbers on paper. You're a person we want to get to know. Whether you're planning a business transition, preparing for retirement, or considering philanthropic goals, we work to understand what matters most to you before recommending any course of action.

Most parents assume their child’s income is too small to matter, but when investments or earned income hit certain thresholds, the IRS may require a tax return. Tax season could start earlier than you think. sandhillglobaladvisors.com/blog/understan…

Estate planning isn’t just about transferring wealth. It’s about preparing the people who will carry it forward. This blog shares why communication is as important as documentation. sandhillglobaladvisors.com/blog/why-famil…

Today is National 529 Day, a reminder that some of the most impactful investments we make aren’t in markets, but in people. Financial planning is about supporting the people and causes that matter most to them. #National529Day #EducationPlanning #FamilyLegacy

Gen Alpha is growing up in an economy of apps, swipes, and instant access. They may never write a check or use cash regularly, but that doesn’t mean they don’t need financial literacy. Raising wealth-wise kids takes intention. sandhillglobaladvisors.com/blog/raising-w…

Roth IRA accounts are one of the most effective tools to consider for long-term tax planning. But there are rules to keep in mind: income limits, contribution limits, and distribution timing all matter. sandhillglobaladvisors.com/blog/roth-asse…

If your child has investment income or earnings, it might not just be their tax situation at stake, it could affect yours. Parents can be liable for a child’s taxes in certain cases, particularly under the Kiddie Tax rules. sandhillglobaladvisors.com/blog/understan…

With Gen Alpha growing up on tablets and instant purchases, financial habits are forming earlier than ever. Teaching kids about money in the digital age means going beyond allowance. Read more: sandhillglobaladvisors.com/blog/raising-w…

Meet Andrew Loveless, our summer intern and a true asset to the Sand Hill team. We believe in nurturing the next generation of financial professionals, and it’s been a pleasure having Andrew with us this summer. We're excited to see all that he accomplishes in the years ahead.

Meet Josephine Meade, an exceptional summer intern, who embodies the kind of talent we’re proud to support at Sand Hill! We’ve been impressed by her curiosity, professionalism, drive to learn and meaningful contributions. We’re excited to see where her journey takes her next.