Liquidity options for your financing needs.
Access to liquidity
Access and optimize the funding you need while preserving your investment plan.
Our experienced team provides advice to help you make a choice to fit your unique situation.
Flexibility on your terms
A partner to make liquidity accessible without disrupting your wealth plan.
Other ideas from our team of experts.
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?
Bank lines of credit
A static line of credit provides you with liquidity to fund your short-term goals while keeping your long-term investment strategy intact.
Concentrated stock lines of credit
Using a portion of your portfolio as collateral can create liquidity, potentially at a premium to other securities-backed lending arrangements, if certain conditions are met.
Restricted stock lines of credit
Established in conjunction with a 10b5-1 plan, this credit arrangement can be a way to unlock the value from portions of your compensation.
Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.
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.
Build a strategy for giving that aligns with your values and your overall wealth plan.
Private stock management
Help navigating the challenges of owning private stock so you can make informed decisions as part of your overall wealth picture.
A consultative approach to planning that’s completely centered around your needs.
Trusts & fiduciary services
Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life.
An advice-driven approach to unique borrowing situations, tailored to meet your goals and needs.
You'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.Learn more
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
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.