The financial life of a technology founder, executive or entrepreneur is filled with complexity and risk, posing unique wealth management challenges. SVB Private Bank provides innovative, customized wealth solutions that address the issues that arise at different stages of your life and career.
If you're like many technology executives, much of your wealth may be tied up in your company stock or stock options – yet you have lifestyle needs that require liquidity. We may be able to tailor a lending solution that leverages the value of your private investments. In addition, by working with Founders Circle Capital*, you may be able to access liquidity by selling private shares in promising companies.
Just as new technologies can be disruptive to industries, a sudden influx of wealth can be disruptive to your life. Our wealth advisory services help manage the intricacies before, during and after the liquidity event, with a special focus on minimizing tax consequences and risk.
Many founders, employees and investors in start-ups have lost paper fortunes by failing to implement a solid financial plan to sell and diversify their investment. We can work with you to help manage this risk, even if you wish to hold a significant position in the stock after a liquidity event.
Whether you are looking to invest in another start-up or have other goals for your future, we will help you establish and execute a custom wealth plan that targets your short, medium and long-term goals. We will help you meet your financial goals while managing the tax and wealth transfer complexities of your portfolio.
* Founders Circle Capital is a third party and not affiliated with SVB or SVB Wealth Advisory, Inc. Founders Circle Capital is not a bank, or member of the Federal Reserve System.
Wealth Advisory Services are provided through SVB Wealth Advisory, Inc., a registered investment advisor, and non-bank affiliate of Silicon Valley Bank and member of SVB Financial Group. Products offered by SVB Wealth Advisory:
For Technology Professionals
For Investment Professionals
The Fine Print
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