At Sand Hill, we are proud of our partnership with many endowments and foundations, helping them navigate the increasingly complex investment landscape with confidence and ease.

At Sand Hill, we are proud of our partnership with many endowments and foundations, helping them navigate the increasingly complex investment landscape with confidence and ease.

Estate planning is a critical aspect of financial management that ensures your assets are distributed according to your wishes after you pass away.

While you are probably familiar with the term cost basis, it is not likely something you think about very often. In fact, you may only think about cost basis information when asked for it by your Sand Hill Wealth Manager or CPA.

One important, but frequently overlooked, topic is what to do in case your child becomes incapacitated… now that they are over the age of 18. This whole issue has evolved over time as new rules and regulations have been put in place that are meant to protect privacy, but which—often unintentionally—complicate interactions between loved ones.

As the costs of higher education continue to rise, people are turning to tax-advantaged 529 savings plans to help fund their children’s education expenses.