WealthManagement: Maybe Death and Taxes Aren't a Certainty After All
Personal Wealth Management
January 13, 2010 GW & Wade, an SVB partner
SVB's wealth management partner discusses how you can navigate the current estate tax limbo, and whether or not to jump at the 2010 estate tax repeal created by congressional procrastination. Read More

Wealth Management: Be Prepared
Personal Wealth Management
September 09, 2009 GW & Wade, an SVB Partner
Through the tale of a fictional Silicon Valley family of four, GW & Wade, an SVB partner, illustrates the value that integrated wealth planning can bring to executives and entrepreneurs seeking to maximize the benefits and minimize the potential pitfalls associated with a life-altering financial event Read More

Managing Wealth: What's a Poor Investor to Do?
Personal Wealth Management
June 10, 2009 GW & Wade, an SVB Partner
Traditional investment wisdom is small comfort in today's seemingly upside down investment world. Yet, paralysis means certain loss when near-zero short-term interest rates are no match for taxes and inflation. What's a poor investor to do? Read More

Wealth Management: Change You Can Act On - Tax, Investment and Estate Planning Ideas
Personal Wealth Management
March 11, 2009 GW & Wade, an SVB Partner
SVB's wealth management partners, GW & Wade, combed the Obama Administration's Stimulus Package and myriad of proposed individual tax and estate law changes for actionable items. See their thoughts on the changes most likely to impact you in 2009. Read More