• Wealth Advisory > Wealth Planning

  • Comprehensive and Objective Wealth Planning

    Our dynamic, consultative approach to wealth planning begins with a deep understanding of your finances, your family and your vision of the future. As your family's needs and goals evolve, we work closely with you to evolve your plan to ensure your long-term success.

    Wealth Advisory Planning

    In creating your customized wealth plan, we address a broad array of financial issues that often affect leaders in the innovation sector.

    Liquidity events

    Just as new technologies can be disruptive to industries, a sudden influx of wealth can be disruptive to your life. Through careful pre-liquidity planning, we implement strategies that monetize and diversify your investment as it converts to cash or public shares.

    Cash management

    Because we have a deep understanding of the liquidity and cash flow issues in the innovation sector, we help manage your liquidity and cash needs through a diverse array of deposit and credit solutions.

    Tax-saving strategies

    To minimize your tax obligations, we will advise you on tax-efficient core investment strategies, low-cost-basis stock gifting, capital gains, and trust and estate planning. We also perform tax-loss harvesting throughout the year, where applicable.

    Retirement planning

    Even successful innovators need to plan intelligently for retirement to ensure preservation of your lifestyle. We will work with you to create a diversified income strategy that takes into account the risks of longevity, inflation, market trends and health care costs.

    Wealth transfer

    We leverage our network of expert partners, including estate lawyers and insurance professionals, to develop a strategic plan to support your legacy and seamlessly transfer assets to future generations. We can also help you develop a philanthropic program that supports the causes important to your family.

  • 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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