Celebrating over 40 years in business!
Entrepreneur, Kimberleigh Williams, Wealth & Lifestyle
Amy Parvaneh
Risky Business: Understanding Your Risk ...

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.

Risky Business: Understanding Your Risk Tolerance Is Key to Financial Success
Estate Planning, Tax Planning, Jeffrey Abadie
Guest User
Gifting Strategies During Life to Help Reduce ...

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.

Gifting Strategies During Life to Help Reduce Estate Taxes
Sand Hill Videos, Tax Planning, Wealth & Lifestyle, Real Estate Investing
Guest User
5 Things to Think About Before Buying a ...

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.

5 Things to Think About Before Buying a Vacation Home
Wealth & Lifestyle
Guest User
Top Passions Reignited During Covid

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.

Top Passions Reignited During Covid
Wealth & Lifestyle
Guest User
Luxury Collectible Investing

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.

Luxury Collectible Investing

May 2021

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Divorce and 7 Other Events that Trigger an Estate Plan Review

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Divorce and 7 Other Events that Trigger an Estate Plan Review

In the current political environment, all eyes are focused on what possible new estate tax changes might become law given the new administration’s campaign proposals.

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The Changing Landscape of Homeowner's Insurance in CA Due to Fire Risk

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The Changing Landscape of Homeowner's Insurance in CA Due to Fire Risk

Sand Hill's Senior Wealth Manager Steve Peterson and Senior Managing Director at the specialty brokerage firm Risk Strategies, John O'Neill, discuss the the changing landscape of homeowner's insurance in California due to fire risk.

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The Search for a Financial Advisor

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The Search for a Financial Advisor

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.

Palo Alto Office
245 Lytton Avenue, Suite 300
Palo Alto, CA 94301
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San Francisco Office
4 Embarcadero Center, Suite 3150
San Francisco, CA 94111
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