2014: A Year of Milestones

2014: A Year of Milestones SAND HILL A GLOBAL A DVISORS Our mission at Sand Hill Global Advisors is to provide our clients with sophisticated, responsive, and personalized wealth management services. Every action we take is planned and executed with this mission in mind. We thought you would enjoy a quick look back at some of the 2014 milestones that helped us build a better, stronger Sand Hill for our clients. CEO JANUARY FEBRUARY MARCH At the 6th Annual Financial Forum, philanthropist private equity investor and former San Francisco 49ers quarterback Steve Young inspired Sand Hill's "hometown crowd" with lessons learned about the power of teamwork, the value of accountable leadership, and the importance of having a passionate vision for building a life and a legacy. At the 6th Annual Financial Forum, philanthropist, private equity investor and former San Francisco 49ers quarterback Steve Young inspired Sand Hill's "hometown crowd" with lessons learned about the power of teamwork, the value of accountable leadership, and the importance of having a passionate vision for building a life and a legacy. Highly respected Bay Area attorneys in the fields of estate planning and family law met at Sand Hill's 14th Attorneys' Roundtable to discuss family-specific fiduciary challenges and best practices. Sand Hill hosts this seriesof structured events to ensureour clients have access to current strategies and knowledgeable leaders in the legal community. 5th BLOG Anniversary JUNE Sand Hill celebrated the five-year anniversary of our return to Independent ownership, cementing our belief that the partnership model links client and principal together like no other in the investment business. Our focus remains on the value of continually aligning interests to ensure our clients' needs come first. APRIL MAY Sand Hill formally launched its Global Perspectives Blog to provide insights and observations on the financial market place and client-specific financial plans. Sand Hill expanded its investment offering to include a Socially Responsible Investment (SRI) option, building on our experience creating customized investment portfolios for clients and responding to growing demand from our clients for a best-in-class product that equally values financial return and social good. FT 300 BE GREATER JULY AUGUST SEPTEMBER The Financial Times named Sand Hill Global Top 300 Register ed Investmens Advisors in its inaugural FT3000 list Independenty, Barran's recagnied Jane Williams amang the top 10 wamen advisars across the US. Sand Hill recommitted to our offices on the top floor of our landmark downtown Palo Alto building. This extends our long-term geographic commitmentto Silicon Valley, facilitates our access to leading innovators, leaders, entrepreneurs and academis, Sand Hill Global Advisars was profiled for building an ensemble practice in Fidelity Investmentse Be GreaterSM campaign, which highlighted what RIAS have done to build great businesses The ensemble approach focuses on developing specific expertise in practice areas critical to the individual needs of our clients. al Advisorsas ane of the and acknowledges the value of a vibrant location in a ttracting top talent. OCTOBER NOVEMBER DECEMBER As a partof our continuous focus an client data protection, Sand Hill enhanced its toolbox af seaurity measures, upgrading our two-way encryption technology to assure safe transmission of personal Sand Hill Global Advisors surpassed $1.5 billion in assets under management. This growth Sand Hill initiated the first phase of a strateg ic upgrade to our office space. These improvements are in response to growth, to the need for added resources for our clients, and to the desire to position the firm for the future. supports our mission to continually strengthen the high quality serviceswebring to our partnership with families, individuals and foundations. and financial information. www.sandhillglobaladvisors.com The financial TimasMathadologe The FT augmantaite ownreserch with the resuks d quartionnaires ompleted bymare than 2000 AIAs with a minimum ot$30om in ALM (a repartad to the si, Thatenured a lint of frm wthestablished and iretitutonal zed investment procane. The RAfmshad no ubjeaive irput The fomula FT unes to prade advitere iebaned on st broad fadorsand calculatesa numeric score for each adviser. Area d conider aian incudeAUM ALM gowh, Am'syaars hestance, Tiddky Investmert i anindependent compary, unaftied with Sand Hl dabal Adviom. 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