• Client Focus > For Technology Professionals

  • Wealth Lifecycle Planning for Technology Professionals

    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.

    Technology Pros Chart

    Ease the cash-flow challenges of concentrated private investments

    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.

    Manage the "disruption" of a major acquisition or IPO

    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.

    Diversify and/or hedge your investment to minimize risk of loss

    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.

    Follow your dreams–after the 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.

  • 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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