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.
Two years after making significant, often unclear and even confusing changes to Required Minimum Distribution (RMD) schedules for non-spouse inherited IRAs, the IRS recently issued a proposal with additional guidance, which may come as an unpleasant surprise to many.
In this episode of the Sand Hill Interview Series, Senior Wealth Manager Elizabeth Cody explores some tips and ideas for starting an art collection with Amelia Mandersheid, Vice President and Senior Director of Contemporary Art at Bonhams.
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
We regularly work with entrepreneurs and tech employees who benefit from Incentive Stock Options (ISOs) and also often are impacted by Alternative Minimum Tax (AMT); but the relatively new tax law from
In the simplest of terms, a trust is a financial arrangement that allows another person, known as the trustee, to hold assets for the well-being of a beneficiary. There are many benefits to creating a trust:
Silicon Valley is home to countless entrepreneurs who have created significant wealth, all concentrated in a single stock with very low cost basis. These positions can be quite volatile and often do not generate much income, if at all.
It is not unusual here in Silicon Valley for employers to offer their employees the opportunity to acquire company stock as an investment alternative in their 401(k) plans.
