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

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Can I Keep the Primary Home After Divorce? with Jeff Abadie and Robyn Ginney

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Can I Keep the Primary Home After Divorce? with Jeff Abadie and Robyn Ginney

Jeff Abadie, Senior Wealth Manager and Shareholder of Sand Hill Global Advisors, joins Robyn Ginney, family law attorney and Partner at the law firm of HartGinney LLP, to discuss a common question that intersects both family law and financial planning: can I keep the primary home after divorce? They discuss the financial ramifications for keeping the family home, including taxes, property upkeep expenses, the needed liquidity to buy out your spouse and the potential resale value of the home. They discuss the pros and cons for various financial situations to help you better understand if keeping the family home post-divorce would be right for you.

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The Basic Principles of Estate Planning with Liz Cody and Jennifer Friedman

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The Basic Principles of Estate Planning with Liz Cody and Jennifer Friedman

Senior Wealth Manager and Shareholder of Sand Hill Global Advisors joins Jennifer H. Friedman, Partner at Jorgenson, Siegel, McClure, & Flegel, LLP discuss the importance and principles of estate planning to help you better understand how to prepare for your future.

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