Custom Lending

An advice-driven approach to unique borrowing situations, tailored to meet your goals and needs.

Your unique financial situation can require an advice-oriented approach to developing custom financing solutions. We collaborate to make leverage work for you, taking into account your cash flow goals, repayment sources, debt preferences, and collateral, for supporting aircraft finance, partner lines of credit, net asset value loans, and creating paths to liquidity through private stock.
Partnership to support you
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.

Collateralized lending

As an innovator, you probably hold private or illiquid assets, and are likely to have financial needs for atypical purchases and terms that work with your cash flow. We offer financing to accommodate:

  • Private aircraft financing
  • Ownership stake in a private or public company
  • Ownership in Venture Capital or Private Equity fund

Leveraging your investment portfolio*

Creative ways to find liquidity in times of opportunity.

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Our thinking

Financing insight 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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What we offer
The unique financing you need with the experience you can rely on.
Private stock consultation

Managing these valuable but illiquid positions requires a partner who understands how to make their value work harder for you. As cross-industry experts with a deep understanding of the innovation economy, we’re uniquely equipped to help you use these assets to make progress on your goals.

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.

Unsecured 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, with terms built around your unique needs.

Integrated leverage
Discover how the right lending solution fits into your finances as a whole.
Investment management*

Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.

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Tax 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.

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Philanthropic giving

Build a strategy for giving that aligns with your values and your overall wealth plan.

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Private stock management

Help navigating the challenges of owning private stock so you can make informed decisions as part of your overall wealth picture.

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Wealth planning

A consultative approach to planning that’s completely centered around your needs.

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Trusts & fiduciary services

Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life.

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Securities-based lending

Liquidity options for your short-term capital and financing needs.

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While you’re creating the future, we’re helping your finances move forward. 

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 can accomplish together.

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Individuals 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

Ready to see how we can help you?

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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.