Sand Hill Global Advisors, LLC

Sand Hill Global Advisors provides personalized investment management and wealth management services to high-net-worth individuals, families, trusts, and other entities. Founded in 1982 and based in California, Sand Hill Global Advisors acts legally required to act in your best interest. The firm creates customized investment portfolios based on a thorough review of your financial situation, risk tolerance, and long-term goals. Services include ongoing investment management, retirement planning, tax coordination, estate planning coordination, and specialized hourly planning for major life transitions such as divorce. Sand Hill Global Advisors uses a disciplined, long-term approach that emphasizes broad asset allocation, fundamental research, and low-cost investment vehicles.