The key is determining the appropriate amount of risk for the reward you are seeking. This balancing of risk and reward is the foundation of all the work we do for clients and is critically important to long-term financial success.
Amassing wealth comes with many benefits, but having a substantial estate comes with the repercussions of elevated taxes. Gifting portions of your assets to mitigate tax ramifications is possibly a reasonable strategy.
Watch Sand Hill Global Advisor's video about the most important things to consider before buying your dream vacation home in this frenzied real estate market, such as the cost, location, investment potential, tax impact, and exit strategy.
Many Americans reignited long-forgotten passions amidst the exhausting and traumatic months of lock-down caused by this pandemic. With stress at an all-time high and the CDC heavily cautioning against face-to-face socialization, they turned to interests they hadn’t partaken of in years. Here are some of the top pastimes they pursued.
Recently, investors are expanding into the realm of luxury collectibles to augment their portfolios. With the right passion and knowledge, high-end collecting can offer potential monetary gains. This decade-long trend is well documented, and it’s easy to see why it has captured the imagination of investors and venture capitalists around the world.
As a professional in the tech industry, your work may involve innovation, cutting-edge technology, and rapid growth. However, navigating the world of personal finance requires a different set of skills. At Sand Hill Global Advisors, we understand the unique financial challenges faced by tech workers and offer tailored investment strategies to help you make the most of your wealth.
For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated position, it’s at the end of the journey where operational execution is required to harvest the full rewards of their efforts.
What are the situations that gen-one families are dealing with when coming into sudden wealth? How should families navigate through some of that process of making difficult decisions?
If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”
Investment advisers and investment brokers, who work for broker-dealers, both tailor their investment advice to individuals and institutional clients. However, they are not governed by the same standards.
We all want our financial journey to be clear, straightforward, and dependable. We want our growth to follow a steady upward trajectory with no surprises, anchored in wisdom and unshakeable strategy.
When it comes to finances, everyone has a unique situation and a diverse collection of personal goals. Meeting those aspirations can be difficult in the best of circumstances, but navigating relentless change can make things challenging.
In this installment of the Sand Hill Interview Series, Senior Wealth Manager Kristin Sun, CFP®, CDFA®, and Co-Chief Investment Officer Mark Strahs discuss how stock concentrations have become a huge driver of today’s wealth, and the importance of diversifying away from stock concentrations.
In this Sand Hill Video Series, Chief Wealth Manager Sara Craven will interview Marlis Jansen and Kjartan, Founders of Graddha, a consulting firm that helps families with substantial means understand and embrace wealth.
SRI, ESG, and green investing are all variations on the broad theme of aligning investments with one’s values. The concept is not new, but it has evolved significantly over the years.
As the realities of the coronavirus pandemic settle in for the business community, conventional wisdom is forming that the operating environment will be forever changed. While it is likely true for financial services
Although equity markets are down significantly from their highs just a month ago, there are various personal financial planning strategies that could warrant immediate attention.
While focusing on building a career, they often inadvertently amass a sizable portion of their overall personal wealth in a single stock holding.
All too often — as a result of this generally welcome benefit — we see investors accepting too much personal financial risk by carrying oversized concentrations of the common stock and/or stock options of their employer.
