San Francisco, CA One Embarcadero Center Office

Sand Hill Global Advisors provides discretionary investment management, wealth management and comprehensive financial planning to high‑net‑worth individuals, families, trusts, not‑for‑profit organizations, pension and profit‑sharing plans, and business entities. The firm also offers hourly financial planning and advisory services for major life transitions—most notably divorce‑related financial guidance and expert‑witness support—and manages accounts on both discretionary and limited non‑discretionary bases.

The firm’s investment approach emphasizes long‑term fundamental research with strategic asset allocation as the primary driver of returns, implemented through an open‑architecture mix of active and passive vehicles, separately managed accounts, private investments, and, when appropriate, options or margin. Portfolios are customized via written investment policy statements and overseen by an internal investment committee that combines top‑down and bottom‑up analysis with quantitative and qualitative inputs, and SHGA may engage sub‑advisers for portions of client assets.

Noteworthy features include a stated account minimum of $2.5 million and approximately $4.39 billion in regulatory assets under management as of December 31, 2025, consistent with the firm’s focus on wealthier clients. The firm is owned by fourteen internal shareholders and discloses a financing arrangement with Fiduciary Network to support shareholder repurchases and growth; it also has a service agreement to provide advisory services to certain delegated trusts administered by Members Trust, where advisory fees are paid by the trusts.