• Executives

    "SVB Private Bank is a wonderful partner. They really care. I intend to be a client for years to come."
    CEO, Biotechnology Management
    Company, SVB Private Bank client
  • Let SVB Private Bank Help You Design a Financially Sound Future

    You've made it by seizing opportunity. We work with tech executives like you every day to offer forward-looking private banking and wealth advisory services to help you reach your next personal financial milestones.

    Private banking technology executive - two people on waterfront dock

    Credit/Banking

    Leverage our experienced team
    • Access flexible credit solutions tailored for executives with complicated cash flows and complex balance sheets
    • Get personalized services from a bank with more than three decades of experience helping technology executives plan their future

    Planning

    Stay a step ahead
    • Create a personalized plan for your family, including strategies for major milestones such as home purchases, job changes and saving for retirement
    • Get strategic liquidity planning pre-and post-IPO and around concentrated positions
    • Plan ahead for liquidity events
    • Coordinate all of your financial planning activities, including tax and estate planning, and insurance, for maximum benefit

    Investing

    Review and rebalance your portfolio regularly
    • Diversify your investments as you gain liquidity
    • Build tax-efficient portfolios with risk management in mind
  • Contact Your Private Bank Team

  • SVB Wealth Advisory is a registered investment advisor, non-bank affiliate of Silicon Valley Bank, and a member of SVB Financial Group. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

    Products offered by SVB Wealth Advisory, Inc:

    Are Not insured by the FDIC or any other federal government agency
    Are Not deposits of or guaranteed by a Bank
    May Lose Value

    The individuals named here are both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC.

    Banking Services provided by Silicon Valley Bank and Wealth Advisory services provided by SVB Wealth Advisory, Inc.

    Neither SVB Wealth Advisory, Inc., Silicon Valley Bank nor its affiliates provide tax or legal advice, estate planning requires legal assistance. Please consult your tax or legal advisors for such guidance. We can work with your advisors and your Insurance specialist on your particular situation.

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