• Client Focus > For Investment Professionals

  • Wealth Lifecycle Planning for Investors

    Investment Pros - Client shot

    Venture and private equity investors often have complex finances including concentrated private investments and a fluctuating need for liquidity. SVB Private Bank provides innovative, customized wealth advice that addresses the financial issues that arise at different stages of your life and career.

    Ease the liquidity challenge of partner investments

    With much of your wealth in private investments, you're in a strong position for long-term growth but may face liquidity challenges in the short-to-medium term. SVB offers strategic credit and lending solutions to help fund your real estate, luxury purchases, and lifestyle needs.

    Balance the risks in an overweight to alternative investments

    Our wealth advisory team can construct an investment strategy that considers your private investments and balances them within a larger wealth plan. We may recommend diversification strategies to mitigate risk while supporting your goals.

    Meet the cash requirements for capital calls

    Between capital calls and fund disbursements, you experience significant cash flow fluctuations. SVB can offer capital call loans and tailored unsecured lending to support your liquidity needs, based on personalized cash flow modeling.

    Manage the issues that arise with personal wealth growth

    Over time, with the growth of wealth, your concerns may expand to include wealth preservation, risk management and philanthropy. We will help you create a plan that includes cash management, tax and wealth transfer strategies*, and retirement planning – all rooted in a deep understanding of your needs.

    * To execute your wealth plan we may work with specialists in the areas of tax, insurance, trust and legal, or other firms which are not affiliated with SVB Wealth Advisory, Inc. or Silicon Valley Bank. All fees and other costs for these services are the responsibility of the client.

  • SVB Wealth Advisory, Inc. is a registered investment advisor and non-bank affiliate of Silicon Valley Bank and a member of SVB Financial Group.

    Products offered by SVB Wealth Advisory, Inc.: 

    Are Not insured by the FDIC or any other federal government agency
    Are Not deposits of or guaranteed by a Bank
    May Lose Value
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