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Silicon Valley Bank Creates Wealth Advisory and Tax Services Alliance; Strategic Alliance with GW; Wade Complements Private Client Capabilities
Company news | June 2, 2009
SANTA CLARA, Calif. and WELLESLEY, Mass. - June 2, 2009 - In order to offer its private clients strategic wealth and tax advisory services, Silicon Valley Bank, the premier bank for companies and executives in the technology, life science, venture capital and premium wine industries, has formed a strategic alliance with GW & Wade, LLC, a leading registered investment adviser. These additional services complement SVB's use of innovative and flexible loan structures that are designed to help its clients reduce financial complexity and retain liquidity. SVB Private Client Services provides personal financing solutions to entrepreneurs, investors and senior executives in the industries SVB serves.
"After extensive due diligence, we selected GW & Wade to assist our private clients. The firm is an industry-leading financial adviser that will bring specific expertise to our clients who require holistic investment and tax planning advice - especially in these economic times," said Silvia Fernandez, head of SVB Private Client Services, Silicon Valley Bank. "Our private clients require sophisticated financial managers who understand the unique and comprehensive advisory needs of the executives and venture capitalists who lead and invest in technology companies."
GW & Wade's primary offices are located in Wellesley, Mass. and Palo Alto, Calif. and it serves a client segment similar to that served by SVB. GW & Wade has a nationwide clientele, offering an independent, integrated source of wealth, tax, estate and philanthropic planning services for high net worth individuals. The GW & Wade model is structured for unbiased and comprehensive financial advice. Venture capital and private equity investors, in particular, will benefit from GW & Wade's experience with their industries.
"We are delighted to partner with Silicon Valley Bank, to bring the right mix of services and advice to its clients, particularly to technology executives, private equity investors and venture capitalists, who have a unique set of financial advisory needs," said Neil Goldberg, a GW & Wade principal. "Like SVB, we have extensive experience working with clients in all aspects of the technology sector."
About Silicon Valley Bank
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, venture capital/private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients' success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 27 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services. More information on the company can be found at www.svb.com.
SVB Private Client Services is a division of Silicon Valley Bank. Financial advisers, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank. Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisers for such guidance.
About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families nationwide, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. More information on the company can be found at www.gwwade.com.
GW & Wade, LLC is a leading member of Focus Financial Partners, the largest independent wealth management firm in the US based on assets under management. All Focus firms are Registered Investment Advisers, a structure which entails a fiduciary duty to put clients' interest first. GW & Wade's partnership with Focus allows the firm to maintain its independence, ensure continuity, and enhance opportunities for client service.
"After extensive due diligence, we selected GW & Wade to assist our private clients. The firm is an industry-leading financial adviser that will bring specific expertise to our clients who require holistic investment and tax planning advice - especially in these economic times," said Silvia Fernandez, head of SVB Private Client Services, Silicon Valley Bank. "Our private clients require sophisticated financial managers who understand the unique and comprehensive advisory needs of the executives and venture capitalists who lead and invest in technology companies."
GW & Wade's primary offices are located in Wellesley, Mass. and Palo Alto, Calif. and it serves a client segment similar to that served by SVB. GW & Wade has a nationwide clientele, offering an independent, integrated source of wealth, tax, estate and philanthropic planning services for high net worth individuals. The GW & Wade model is structured for unbiased and comprehensive financial advice. Venture capital and private equity investors, in particular, will benefit from GW & Wade's experience with their industries.
"We are delighted to partner with Silicon Valley Bank, to bring the right mix of services and advice to its clients, particularly to technology executives, private equity investors and venture capitalists, who have a unique set of financial advisory needs," said Neil Goldberg, a GW & Wade principal. "Like SVB, we have extensive experience working with clients in all aspects of the technology sector."
About Silicon Valley Bank
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, venture capital/private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients' success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 27 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services. More information on the company can be found at www.svb.com.
SVB Private Client Services is a division of Silicon Valley Bank. Financial advisers, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank. Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisers for such guidance.
About GW & Wade
GW & Wade, LLC is an independent, fee-based financial advisory firm, with offices in Palo Alto, CA and Wellesley, MA. Since 1986, GW & Wade has served successful individuals and their families nationwide, providing extensive expertise in tax planning, investment management, retirement and estate planning. GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. More information on the company can be found at www.gwwade.com.
GW & Wade, LLC is a leading member of Focus Financial Partners, the largest independent wealth management firm in the US based on assets under management. All Focus firms are Registered Investment Advisers, a structure which entails a fiduciary duty to put clients' interest first. GW & Wade's partnership with Focus allows the firm to maintain its independence, ensure continuity, and enhance opportunities for client service.