Custom Lending
An advice-driven approach to unique borrowing situations, tailored to help meet your goals and needs and backed by the strength of First Citizens Bank.
Our thinking
Financing insights from our thought leaders.
Short-term liquidity options: What are your choices?
When you need cash—to seal a real estate deal, manage one of life’s “not-so-little” emergencies, or pay for a wedding or a once-in-a-lifetime vacation—what’s the best course of action?
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Personal lines of credit
Advance and use funds at your own discretion: a down payment on a home, a remodel, tax payments, or general working capital. These lines of credit can be revolving or non-revolving, secured or unsecured, with terms built around your unique needs.
Partner loans
Financing partnerships can support your firm’s growth. We’re prepared to support you with credit facilities to help expand your practice, including working capital lines of credit, standby letters of credit and term financing, and partner equity purchase financing.
Private aircraft finance
Acquiring or refinancing aircraft takes expertise—and a view of your holistic wealth strategy, to help craft a credit arrangement that will work for you.
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Expert advice
Guidance to help you understand your options and make an informed decision from experts at working within the innovation economy.
Debt options
Design the financing that suits your present liquidity needs and future financial goals.
Goal setting
Identify and work toward your ideal financial outcomes through strategic use of leverage.
Navigating founder liquidity options
Investment management*
Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.
Learn moreTax planning
Your holistic wealth plan must be grounded in the most current strategies for minimizing taxes. Our in-house tax experts review your goals against the latest tax policy and use their experience to advise you on transactions, estate matters, and more.
Learn morePhilanthropic giving
Build a strategy for giving that aligns with your values and your overall wealth plan.
Learn moreWealth planning
A consultative approach to planning that’s completely centered around your needs.
Learn moreTrusts & fiduciary services
Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life.
Learn moreSecurities-based lending
Liquidity options for your short-term capital and financing needs.
Learn moreYou're creating the future. We're here to help you with your financial goals.
Keeping pace with change means being prepared. We can help. SVB Private serves today’s innovators and investors like you to develop a fresh, holistic approach to your financial life and legacy.
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We’re here to build a collaborative partnership.
Communication and connectivity are at the heart of everything we’ll accomplish together.
Get to know usIndividuals and families are different
We collaborate to arrive at a deep understanding of what drives you. With a holistic approach, we can help you grow and protect your wealth and legacy at every stage of your journey by considering your complete picture.
More ways we help
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All loans are subject to underwriting, credit, and collateral approval. 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.