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Senior Managing Director
Wealth Management & Trust
Bill Woodson is the head of Strategic Wealth Advisory and Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning and family office services to SVB clients. Bill helps innovators, business owners and wealthy families address many of the challenges that come with substantial wealth, and he enjoys having an impact on his clients’ lives.
Bill has spent his career advising wealthy families, closely held business owners and family offices across a wide range of wealth management disciplines, including investment management, taxation, estate planning, philanthropy and wealth education. He joined SVB from Citigroup, where he was a managing director and head of the Family Office Group for Citi Private Bank. Before joining Citigroup, Bill was a managing director and head of the Ultra-High-Net-Worth (UHNW) and Family Office business for Credit Suisse.
Bill began his career in “Big Four” public accounting, where he spent a decade providing tax and related planning advice to clients. He left public accounting to run the family office for one of his larger clients, a Hong Kong–based family with 40 employees and operations in Hong Kong, San Francisco and Vancouver. Bill was also a founding member of myCFO, an integrated wealth management and technology firm started by several well-known Silicon Valley entrepreneurs. Shortly before the sale of myCFO to Harris Bank, Bill joined Merrill Lynch’s Private Banking and Investment Group and oversaw an integrated investment advisory practice for UHNW families and family offices ranging in net worth from $25 million to $2 billion. Bill earned a master’s degree in accounting from New York University’s Leonard N. Stern School of Business and a bachelor’s degree in economics from University of California, Irvine.
A frequent author on wealthy families’ issues, Bill co-wrote “The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students,” published by Columbia University Press. He’s been quoted extensively in financial publications and was named one of Family Capital’s 100 Influencers – Consultants. In addition, he’s a lecturer in the Master’s in Wealth Management program at Columbia University School of Professional Studies, the chair of the advisory board for the Stanford University Global Family Office Initiative and a co-founder of the UHNW Institute, an independent nonprofit that provides thought leadership and content helpful to families, family offices and professionals.
The person named above is both an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), as well as a broker-dealer SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck