Trefethen Family Vineyards
Napa, CA

Premium Wine Banking

Our team of wine experts is committed to the success of vintner families now and for future generations to come.

Become a Client 

Subsector Experience

 
Wineries
Vineyards

We provide insights and financial services for wineries, vineyards and vintner families to help you capitalize on your growth opportunities
 

We're thrilled and proud of the relationships we've built with the generations of vintners that we call our partners.

 
ChateauMontelena 51276 Aug2016 Logo jpg (2)
cirq logo 576x208
DarioushKhalediWinery 6205 Aug2016 Logo jpg
HIRSCH LOS
Rams Gate RamandLogo png
 

Over $4 billion

in loans extended to our premium wine banking clients for 26+ years

 

We have been committed partners to our premium wine clients since 1994 - providing industry insights, strategic advice and financial expertise.

Rob McMillan Headshot
Rob McMillan
|
EVP & Founder
Backed by decades of experience and research, Rob is passionate in providing insights through his writing, as well as strategy to vintners.
Rob Walker Headshot
Rob Walker
|
Director (Sonoma & Central Coast)
Rob thrives on using his extensive background in business to help clients achieve their goals. Rob’s experience spans across the wine regions in CA, OR and WA.
Suzann Russell Headshot
Suzann Russell
|
Managing Director (Napa)
Suzann leverages her 20 years in banking to help entrepreneurs realize their dreams. She enjoys finding creative ways to finance wineries and vineyards.
Steve Birer Headshot
Steve Birer
|
Managing Director (Napa)
Steve’s experience as CEO, CPA, Consultant, and in Wine Production and Sales enables him to work alongside clients to help solve their companies’ global needs.
Nick Wolfe Headshot
Nick Wolfe
|
Director (Oregon & Washington)
Nick’s a former winemaker turned wine banker. He loves leveraging his passion for wine and expertise in finance to support vintners as they pursue their goals.
Greg Gregory Headshot
Greg Gregory
|
Brand Ambassador (All Regions)
Greg uses his extensive wine industry experiences to facilitate partnerships between leading wine producers and visionaries in the innovation economy.

We have a long-standing relationship with the industry

 

Our long, deep relationships with the wine industry—along with our exclusive research, benchmarking and brand-building services—allow us to provide customized solutions for managing and accelerating your growth.

01 / 04

FINANCING SOLUTIONS* FOR VINEYARDS AND WINERIES

 
Let our expertise in crafting specialized financing solutions for wineries and vineyards help you, so you can focus on the business of growing grapes and making wine.
  • Vineyard acquisition and development
  • Re-planting/redevelopment
  • General working and seasonal crop lines of credit
  • Long-term real estate purchases
  • Equipment loans and debt restructuring
02 / 04

SUPPORTING THE INDUSTRY

 

We view ourselves as being part of the vintner community and strive to make a difference with various initiatives.

  • Vintners Associations
  • Emerging Wine Leaders Series
  • Watermark Women's Conference
  • Advocacy
03 / 04

SUPPORTING YOUR BRAND

 

Gain access and valuable relationships with our technology and life science network.

  • Winemaker Dinners & Events
  • Corporate Gifting
  • Auction Events
  • Tech Visitation
  • Wine Country Concierge Services
  • Wine Education Tasting
  • Meeting Space Capabilities
  • Wine Purchasing Program
04 / 04

MARKET INTELLIGENCE

 
Providing powerful tools to help you run your business.
  • Insights from ecosystem
  • State of the Wine Industry Report
  • Direct to Consumer Program
  • Peer Group Analysis Benchmarking

State of the Wine Industry Report 2021
 

As the US wine industry works towards recovering from the impact of 2020, our report shows that while there are challenges to face, adaptation in sales channels, strategies, tactics and messaging can help create unique opportunities for wineries despite market conditions.
  • Direct-to-consumer models will become the focus
  • Restaurant wine sales will not recover in 2021
  • The coming years will show strong consumer demand
  • Grape and bulk prices will stabilize at lower levels

They understood the wine, our brand, and they know our mission. It’s hard to find that… it is a long-term relationship.
Michael Browne Founder and Proprietor at Cirq Client since 2006 Learn more
michael browne cirq orange

Financial solutions to help support your business’s unique needs

 
 

Lending Solutions for Wineries and Vineyards

Let our expertise in crafting specialized financing solutions for wineries and vineyards help you, so you can focus on the business of growing grapes and making wine.
 

Commerical Banking for Wineries and Vineyards

Leverage SVB’s expertise to help your business optimize cash flow, mitigate the risk of nonpayment and stay competitive.
 

Private Banking and Wealth Advisory Services

Customized financial planning and tailored wealth management solutions3 for winery owners, vintners and their families.

Ready to get started with SVB’s Wine Division?

 

Discover how SVB is helping to support wine businesses in their growth strategies.

Become a client

Insights from our SVB Wine Industry Experts

 
Read the latest news and insights on key market indicators that impact what you do every day.

2019 Insights for Successful Consumer Wine Sales: Videocasts Parts I and II (On-Demand)

 

Videocast: Secrets for Growing Direct-to-Consumer Wine Sales 2018 (On-Demand)

 

2018 SVB Wine Report Videocast (On Demand)

 

Videocast: Secrets for Growing Direct-to-Consumer Wine Sales 2017 (On Demand)