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.

For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated position, it’s at the end of the journey where operational execution is required to harvest the full rewards of their efforts.

What are the situations that gen-one families are dealing with when coming into sudden wealth? How should families navigate through some of that process of making difficult decisions?

If you are interested in diversifying your portfolio and would like to remain cost and tax conscious, index funds may be a great solution! The question you may be asking is, “What are index funds?”

Investment advisers and investment brokers, who work for broker-dealers, both tailor their investment advice to individuals and institutional clients. However, they are not governed by the same standards.

SRI, ESG, and green investing are all variations on the broad theme of aligning investments with one’s values. The concept is not new, but it has evolved significantly over the years.