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.

According to The Goldhill Group, 75% of business owners surveyed regret selling their business after it’s been sold.  This is an alarmingly high percentage. Did these business owners not set goals for what they envisioned life would be like on “Monday” after the sale? Did these business owners not have a team of professionals surrounding them that were all aligned in the common goal of helping the business owner and his or her family meet their goals and achieve their legacy creation?

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.

If you’re a business owner, you might be wondering which insurance coverage is right for you. There are many types of insurance, and while you might be familiar with some, hazard insurance is a very important one to consider.

If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution.

If you’re considering selling your business and want to use a strategy that provides ongoing and periodic liquidity, and smooths out the taxation of a sale, an installment sale may be the solution. There are several reasons this type of sale is implemented, but first, let’s explain what it entails.

Longevity risk is particularly troubling for pension funds and life insurance companies, where increasing life expectancy trends among pensioners and policy holders threaten to result in ultimate payout levels much higher than originally estimated.

Vacation living can be fabulous. The stress of daily meal preparation, schedules and work commitments fade away, allowing you to reconnect with family and friends in a way that can be challenging to do in your regular life.

Are you an entrepreneur looking to launch a new venture? You’ll likely need guidance from a wide variety of professionals who focus on the various aspects of business start-ups as you plan for the growth of your business.

While much has been made of the digital adaptations that the pandemic has forced upon businesses, so too have individuals needed to adopt new ways to manage their finances and interact with their financial advisors.