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

Sand Hill Videos

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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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Celebrating Sand Hill's 40th Anniversary!

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Celebrating Sand Hill's 40th Anniversary!

2022 marks Sand Hill Global Advisor’s 40th year of helping our clients work toward their financial goals. We could not have grown into the successful firm we are today without the trust of our clients, our network of talented colleagues in the accounting and legal professions and our experienced and compassionate members of the Sand Hill team.

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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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CNBC Halftime Report November 29, 2021 | Remaining Diversified & Discussing the Possible Impact of the Omicron Variant

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CNBC Halftime Report November 29, 2021 | Remaining Diversified & Discussing the Possible Impact of the Omicron Variant

On Monday, November 29, 2021, Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel once again to discuss the possible impact of the new Omicron variant on the markets and economy.

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5 Things to Think About Before Buying a Vacation Home

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5 Things to Think About Before Buying a Vacation Home

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.

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How Community Foundations Can Help Us Give Meaningfully

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How Community Foundations Can Help Us Give Meaningfully

Barry Taylor, Senior Wealth Manager and Managing Director at Sand Hill Global Advisors joins Pamela Doherty, Senior Director of Gift Planning and Acting Chief of Philanthropy of The San Francisco Foundation to discuss what the role of community foundations is with prospective donors, if donors can just give locally, what a typical engagement looks like for donors, what a donor advised fund is, and more.

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The Changing Landscape of Homeowner's Insurance in CA Due to Fire Risk

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The Changing Landscape of Homeowner's Insurance in CA Due to Fire Risk

Sand Hill's Senior Wealth Manager Steve Peterson and Senior Managing Director at the specialty brokerage firm Risk Strategies, John O'Neill, discuss the the changing landscape of homeowner's insurance in California due to fire risk.

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Women’s History Month: CNBC Spotlights Sand Hill’s Brenda Vingiello | March 10, 2021

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Women’s History Month: CNBC Spotlights Sand Hill’s Brenda Vingiello | March 10, 2021

On March 10, 2021, Women’s History Month is here! To spotlight women in the financial world, CNBC asked Sand Hill’s Chief Investment Officer Brenda Vingiello to share her advice to aspiring women everywhere. Click on the link to watch Brenda talk about the power of investing in your own voice and the rewards of taking a chance!

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Why It’s Time To Manage Your Company Stock

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Why It’s Time To Manage Your Company Stock

In this installment of the Sand Hill Interview Series, Senior Wealth Manager Kristin Sun, CFP®, CDFA®, and Co-Chief Investment Officer Mark Strahs discuss how stock concentrations have become a huge driver of today’s wealth, and the importance of diversifying away from stock concentrations.

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Brenda Vingiello Discusses Where Might Investors Shift If More Stimulus Is Enacted On CNBC’s Halftime Report | February 19, 2021

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Brenda Vingiello Discusses Where Might Investors Shift If More Stimulus Is Enacted On CNBC’s Halftime Report | February 19, 2021

On February 19, 2021 Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the CNBC Halftime Report panel to address the question of which sectors may benefit from rising interest rates and additional economic stimulus.

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Brenda Vingiello on CNBC’s Squawk Box Discusses How Further Economic Stimulus Could Impact Markets | February 18, 2021

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Brenda Vingiello on CNBC’s Squawk Box Discusses How Further Economic Stimulus Could Impact Markets | February 18, 2021

Sand Hill’s Chief Investment Officer Brenda Vingiello, CFA, joined the Squawk Box program to discuss the possible impact of more economic stimulus and the recent jobless claims numbers.

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Brenda Vingiello on CNBC’s Halftime Report - Adjusting Portfolios

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Brenda Vingiello on CNBC’s Halftime Report - Adjusting Portfolios

On January 15, 2021 In this CNBC interview, Sand Hill’s Chief Investment Officer discusses her views on the markets and the second half of 2021, and shares how we are investing for our clients, especially within the sectors we see most opportunities.

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The 10 Rules of Collecting Art

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The 10 Rules of Collecting Art

In this episode of the Sand Hill Interview Series, Senior Wealth Manager Elizabeth Cody explores some tips and ideas for starting an art collection with Amelia Mandersheid, Vice President and Senior Director of Contemporary Art at Bonhams.

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Discussing Cyclical and Value Sectors on CNBC’s Squawk Box | December 28, 2020

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Discussing Cyclical and Value Sectors on CNBC’s Squawk Box | December 28, 2020

CNBC Quarterly Stock Report respondents say the discretionary sector will perform best under the first term of a Biden administration. Many respondents also said they expect utilities and staples to perform poorly during his presidency.

Brenda Vingiello - How to Approach Investing in 2021

Brenda Vingiello - How to Approach Investing in 2021

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.

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