Kristin Sun

Senior Wealth Manager & Director of Financial Planning @Sand Hill Global Advisors

Sand Hill delivers wealth advisory and investment management services to individuals and families in Silicon Valley with sophisticated wealth needs, as well as to endowments and foundations. For over three decades, we have partnered with our clients to offer objective advice, customized planning, and hands-on investment management. While our investment philosophy is global, our focus is on our clients’ goals - here and now. The Sand Hill team is, first and foremost, committed to the financial well being of its clients with expertise around navigating: → Concentrated Stock → Liquidity Events → Divorce Financial Planning → Succession Planning → RSUs, NQs, ISOs, ESPP, ASPP, PSUs → Deferred Compensation → Specialized Tax & Risk Management → Estate Wealth Transfer → Education Planning → Fiscal Responsibility Education → Starting a business → Private Equity → Charitable Giving Strategies