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Sand Hill Global Advisors
Jane Williams established the firm in 1982 after observing the needs of technology executives and entrepreneurs in the region. The practice began with services...
Sand Hill Global Advisors
Jane Williams established the firm in 1982 after observing the needs of technology executives and entrepreneurs in the region. The practice began with services tailored to liquidity events and executive compensation structures common in Silicon Valley. The firm allocates across real estate, private equity, hedge funds, and digital assets. It also maintains exposure to collectibles and philanthropic vehicles. Geographic reach stays within North America. Investment structures include fund commitments and direct holdings. Confirmed positions include Vanguard Real Estate ETF (VNQ). The team comprises four named managing principals. Additional offices operate in San Francisco. The firm belongs to the Financial Planning Association and has been recognized by Worth Leading Advisors. No operational events from the last 24 months appear in available records. Employee ownership distinguishes the firm from larger platforms that answer to external shareholders. This structure supports continuity in client relationships across multiple generations without pressure to scale assets under management.
General information
Firm type
Multi Family Office
Year founded
1982
Location
Region
North America
Country
United States
City
Palo Alto
Corporate office
Palo Alto, CA, United States
Additional offices
San Francisco, CA, United States
Principals
firm website
Chief Executive Officer, Shareholder
firm website
Chief Wealth Manager, Shareholder
firm website
Managing Director, Chief Investment Officer, Shareholder
firm website
Co-Chief Investment Officer, Shareholder
firm website
Chief Operating Officer, Shareholder
firm website
Chief Compliance Officer, Shareholder
Sector focus
Frequently asked questions
Who runs investment decisions at Sand Hill Global Advisors?
Jane Williams founded the firm. Meghan Daters and Barry Taylor serve as managing directors with direct involvement in investment strategy and estate planning.
How does Sand Hill Global Advisors source proprietary deal flow?
The firm draws on long-standing relationships with Silicon Valley families and maintains membership in the Financial Planning Association.
Is Sand Hill Global Advisors structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office that offers discretionary management, financial planning, and family office services to multiple clients.
Does Sand Hill Global Advisors participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct holdings across private equity, hedge funds, and real estate.
What investment stages does Sand Hill Global Advisors typically target?
The firm covers established strategies in private equity and hedge funds without a stated focus on early-stage venture.
Where does the underlying wealth come from?
Wealth originates from Silicon Valley technology entrepreneurs and executives who generated liquidity through company exits and compensation events.
Does Sand Hill Global Advisors maintain philanthropic structures, and how are they separated?
The firm advises on philanthropic strategies and maintains relationships with Children's Health Council and Horizons Foundation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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