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Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
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Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
  • Vintner and Winery Owners
  • Executives
  • Professionals
  • Business Owners
  • Nonprofits
Services

Wealth Management

  • Wealth Planning
  • Investment Management
  • Trust & Fiduciary
  • Family Office

Lending

  • Mortgage Lending
  • Private Lending
  • Business Lending

Banking Services

  • Business Banking Services
  • Private Banking Services
Advisors

Advisors who speak your language

Our team of advisors rely on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

Advisors expertise

  • Directory of advisors
Insights

Capitalize on our Insights

When you’d like a quick take on a financial topic, economic trend or industry development, our archive of insights is available 24/7.

Our insights

  • Economic Commentary
  • Family Office Insights
  • Lifestyle
  • Managing Operations
  • Managing Taxes
  • Philanthropy
  • Trust & Estate Perspectives
  • Wealth Insights
Support

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If you need assistance with your account, we’re here to help. We have a library of resources available and our support team is happy to assist you.

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Where your personal life meets your professional life

When you're immersed in the innovation economy, your financial needs are far from typical. Having a private bank that understands the nuances of your financial needs can make all the difference.

Experience the difference Explore services
SERVICES

What you can expect from us

As your committed partner, we’re here with the solutions based on a deep understanding of what drives you to advance and protect your wealth - no matter how complex life gets.

Wealth management

Since your personal and professional milestones are intertwined, we can help you develop a comprehensive strategy that's tailored to your needs.

Learn more

Personal credit solutions

When working through cash flow challenges, call on our personal credit solutions and flexible banking services.

Learn more

Trust and fiduciary services

As your financial life becomes more complex, our dedicated team of experts will be ready to help you establish and secure your estate plans and family legacy.

Learn more

Investment opportunities*

Align your investment decisions to propel your wealth plans. We'll incorporate diversification and tax efficiency into your financial strategy.

Learn more

When your life's milestones are different

It's no secret that working in the innovation economy has its share of opportunities and challenges, especially when it comes to managing your finances. To see how we can help you handle financial milestones, let's explore a few waypoints on your journey.

Which role best describes the journey you're on?
Founder Executive VC/PE professional Winery owner or vintner Individual or family Professional Business owner Nonprofit

Founders

You're an entrepreneur with lots of demands and little time to devote to personal finances. See how we'll help you tackle this challenge and get back to the work that inspires you.

Become a client
 

Holistic Wealth Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trust, estate plans and fiduciary services

 

Supporting Generations

Your innovative spirit can shape the future even after your lifetime. Get advice and support from us with crafting the structures that will support your legacy and help you navigate changes that could affect your plans.
HomeLifeMilestones
Learn more about how we can help you with

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Convenient Technology

Secure, convenient access that helps you manage your financials wherever, whenever. So much more than account access: direct communication with your advisor, collaboration tools, document storage, and increased visibility into your full financial picture. .
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

Executive

You’re a busy executive, so successfully managing both your personal finances and professional responsibilities can seem like an unwieldy task. We can help you do both.

Become a client
 

Holistic Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Customized Solutions

Banking should include more than the expected options to keep your business running. You can draw on our expertise in your industry and in adapting banking services to suit your needs for a consultative, advice-driven experience.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Credit Solutions

Using leverage to put more opportunities within reach is a smart strategy. We partner with you to determine the tactics that fit with your business, your industry, and what you’re working toward.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

VC/PE Professionals

You’re a leader who’s focused on the future. See how we can help you manage the here and now as well with capital call funding, planning around liquidity events—and much more.

Become a client
 

Holistic Wealth Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trust, estate plans and fiduciary services

 

Supporting Generations

Your innovative spirit can shape the future even after your lifetime. Get advice and support from us with crafting the structures that will support your legacy and help you navigate changes that could affect your plans.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Convenient Technology

Secure, convenient access that helps you manage your financials wherever, whenever. So much more than account access: direct communication with your advisor, collaboration tools, document storage, and increased visibility into your full financial picture.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

Vintner and winery owners

Bringing your vision to life brings opportunities and challenges that affect your personal finances. We offer you help protecting and managing your net worth, assets—and much more.

Become a client
 

Holistic Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Customized Solutions

Banking should include more than the expected options to keep your business running. You can draw on our expertise in your industry and in adapting banking services to suit your needs for a consultative, advice-driven experience.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Credit Solutions

Using leverage to put more opportunities within reach is a smart strategy. We partner with you to determine the tactics that fit with your business, your industry, and what you’re working toward.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

Individual or family

The complex life you lead demands an approach that takes into account your unique goals. See how we can collaborate with you to create a holistic plan.

Become a client
 

Holistic Wealth Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Supporting Generations

Your innovative spirit can shape the future even after your lifetime. Get advice and support from us with crafting the structures that will support your legacy and help you navigate changes that could affect your plans.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Convenient Technology

Secure, convenient access that helps you manage your financials wherever, whenever. So much more than account access: direct communication with your advisor, collaboration tools, document storage, and increased visibility into your full financial picture.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

Professional

You’re focused on building a practice. See how we can help support you with services that help you reach for growth and prepare for the future while managing the here and now.

Become a client
 

Holistic Wealth Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Supporting Generations

Your innovative spirit can shape the future even after your lifetime. Get advice and support from us with crafting the structures that will support your legacy and help you navigate changes that could affect your plans.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

 

Convenient Technology

Secure, convenient access that helps you manage your financials wherever, whenever. So much more than account access: direct communication with your advisor, collaboration tools, document storage, and increased visibility into your full financial picture.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth planning
  • Trusts, estate plans and fiduciary services

Business owner

The lines between your personal and business finances can blur as you pour yourself into creating success. We offer support with managing personal income and much more.

Become a client
 

Holistic Planning

We collaborate with you to design your unique plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Customized Solutions

Banking should include more than the expected options to keep your business running. You can draw on our expertise in your industry and in adapting banking services to suit your needs for a consultative, advice-driven experience.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Credit Solutions

Using leverage to put more opportunities within reach is a smart strategy. We partner with you to determine the tactics that fit with your business, your industry, and what you’re working toward.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

Nonprofit

In a competitive environment, you want to focus on your mission rather than finances. See how we can help by simplifying finances, maximizing endowments, and much more.

Become a client
 

Holistic Planning

We collaborate with you to design your personalized plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Customized Solutions

Banking should include more than the expected options to keep your business running. You can draw on our expertise in your industry and in adapting banking services to suit your needs for a consultative, advice-driven experience.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

 

Credit Solutions

Using leverage to put more opportunities within reach is a smart strategy. We partner with you to determine the tactics that fit with your business, your industry, and what you’re working toward.
HomeLifeMilestones
Learn more about how we can help you with:

  • Wealth management
  • Business banking solutions
  • Lending solutions

Working with your team

Your wealth advisor can work with experts in banking, lending and trusts to partner with you on creating a plan designed to evolve with you over time.

A holistic approach to your personal needs

We can help you define your personal financial goals ahead of time, with your business’ life cycle in mind.

Learn more

Access to your team

Communication and connectivity are at the heart of everything we’ll accomplish together. We’re here to build a collaborative partnership. And that means giving you full access to your people.

Get to know us

Meet an SVB advisor with the expertise you need

A partnership you can count on throughout your financial journey.

Search for an advisor

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Simply answer a few questions about yourself and we'll reach out via your preferred contact method shortly.

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This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. SVB Financial Group (“SVB”) does not represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment.

SVB, its affiliates, employees, SVB Wealth LLC investment adviser representatives and SVB Investment Services Inc. registered representatives do not provide, and nothing contained herein should be construed as, legal, tax or accounting advice. Prior to making any investment or financial decisions, an investor should consult their own legal and/or tax advisors for individualized advice that takes into account all of the particular facts and circumstances of an investor’s own situation.

Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.

The term “SVB Private” is the marketing brand name for the private banking, lending, brokerage and wealth management and investment advisory services offered by the following SVB subsidiaries and affiliates: Silicon Valley Bank, SVB Investment Services Inc., and SVB Wealth LLC. Each legal entity in SVB Financial Group is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types.

^Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Wealth LLC (“SVBW”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of Silicon Valley Bank. Neither SVBW nor SVBIS is a chartered bank, trust company or depository institution.

*Wealth management and investment advisory services are offered through SVBW, an SEC-registered investment adviser. Detailed information on the services offered through SVBW is contained in the SVBW Form ADV Brochure which can be obtained at adviserinfo.sec.gov or from your SVBW investment adviser representative. Brokerage products and services are offered through SVBIS, a registered broker-dealer, Member FINRA and SIPC. To learn more about SVBIS, please review the SVBIS Client Relationship Summary.

There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. For more information about these services and their differences, speak with your SVBW investment adviser representative. Not all products/services are offered by all investment adviser representatives of SVBW or registered representatives of SVBIS, and not all investment adviser representatives of SVBW are registered representatives of SVBIS.

Wealth management and investment advisory services offered by SVBW, and brokerage products and services offered by SVBIS are:

Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group.

All loans provided by Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 442029.

©2023 SVB Financial Group. All rights reserved. SVB Financial Group (SVB) is the holding company for all business units and groups. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, and the chevron device are trademarks of SVB Financial Group, used under license.
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