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.
According to The Goldhill Group, 75% of business owners surveyed regret selling their business after it’s been sold. This is an alarmingly high percentage. Did these business owners not set goals for what they envisioned life would be like on “Monday” after the sale? Did these business owners not have a team of professionals surrounding them that were all aligned in the common goal of helping the business owner and his or her family meet their goals and achieve their legacy creation?
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.
If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance, and while you might be familiar with some, hazard insurance is a very important one to consider.
If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution.
If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution. There are several reasons this type of sale is implemented, but first, let’s explain what it entails.
Longevity risk is particularly troubling for pension funds and life insurance companies, where increasing life expectancy trends among pensioners and policy holders threaten to result in ultimate payout levels much higher than originally estimated.
Vacation living can be fabulous. The stress of daily meal preparation, schedules and work commitments fade away, allowing you to reconnect with family and friends in a way that can be challenging to do in your regular life.
Are you an entrepreneur looking to launch a new venture? You’ll likely need guidance from a wide variety of professionals who focus on the various aspects of business start-ups as you plan for the growth of your business.
While much has been made of the digital adaptations that the pandemic has forced upon businesses, so too have individuals needed to adopt new ways to manage their finances and interact with their financial advisors.
At some point in the not-too-distant future—whether through herd immunity, treatment, vaccine or a disease-state mutation—the health-related threat of the coronavirus will begin to fade away.
For those fortunate to have jobs that allow working remotely, the transition to working from home (WFH) during the COVID-19 shelter-in-place has been relatively seamless.
Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you
If you own a family vacation home in the mountains of Tahoe or anywhere else in the country or world, congratulations! The incredible memories made during family getaways can truly last a lifetime for so many generations. Since they are only used occasionally, many family homes sit unoccupied for the majority of the year, providing a ripe opportunity to transition the property into an income producing asset. This transition is often filled with a number of unforeseen complexities, which must be carefully navigated while converting a family’s second home into a Vacation Home Rental (VHR).
Gorgeous weather, fantastic food and easy access to both the mountains and beaches make Northern California an extremely attractive place to live and one of the most popular vacation destinations in the world. For homeowners who like to travel and are looking to trim their vacation budget, or simply want a unique travel experience, the idea of home swapping may be appealing.
Executives who previously determined that private jet ownership was unaffordable may now be able to justify this purchase thanks to the Tax Cuts and Jobs Act (TCJA) signed into law last December.
Flying cars may be a reality sooner than we think. Just a short while ago, this concept would probably only seem plausible decades into the future. But now that the autonomous self-driving car is quickly moving from prototype to reality here in Silicon Valley, the idea of cars traveling through the sky may not be such a futuristic endeavor.
The decision to leave a start-up carries with it a host of considerations that differ significantly from the choice to depart from an established public company. There are important issues surrounding your stock option plan that should be addressed.
Since 1993, the federal government has incentivized investment in small businesses through favorable tax treatment in order to keep the economic engine running.
Due to the proliferation of fractional jet ownership programs and Uber-like start-up services, the private jet industry has undergone a rapid transformation in recent years. With an increase both in competition and usage, the economics of private jet travel have been re-shaped. No longer is it an option limited to the extraordinarily wealthy, but it has become for many a reasonable luxury expenditure worth considering.
