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.
In this edition of the Sand Hill Interview Series, we investigate and answer commonly asked questions about mediation, featuring mediation expert Geniveve J. Ruskus, J.D., CFLS and Senior Wealth Manager Jeffrey Abadie, CFP®.
Watch this video on the discussion of volatility leading into the election and how the firm is guiding investors during this time period.
How should you be thinking about your investments as we head into 2021? Sand Hill's Chief Investment Officer and frequent CNBC contributor, Brenda Vingiello, CFA, reveals her approach towards investing her own money and the importance of staying focused on your financial priorities.
In December 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), creating a significant but temporary opportunity for high-net-worth individuals to transfer a portion of their wealth to heirs free of gift and estate tax.
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.
