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 partners with today’s leaders and investors, like you, to develop a fresh, holistic approach to your financial life and legacy.

Our approach

We know you’re different

Because we understand the specific demands of the innovation economy, we’re prepared for the evolving challenges that entrepreneurs and investors face throughout their journeys.

We’re the kind of partner who offers new ideas - anticipating issues and proactively pursuing new opportunities for your continuing success.

Our partnership approach

Helping clients achieve their personal and professional goals is the driving force behind our strategic planning process. Discover the three critical elements we employ to propel you toward your goals.

We offer a consultative experience to planning that’s centered around you and your unique needs.
Developing your strategic plan
We collaborate with you to design your unique plan and experience. Here’s how.*
Develop a comprehensive strategy

Together, we’ll review, assess and understand your needs, including:

  • Financial Planning
  • Risk measurements
  • Personal goals
  • Philanthropic plans
  • Legacy discussions
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Leverage our investment opportunities

That includes mapping out strategies aimed to reaching your goals. We’ll explore opportunities such as:

  • Individual equity securities
  • Tax managed global funds
  • Fixed-income alternatives (listed real estate, natural resource funds, etc.)

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Create a tailored lending approach

We will pair your solutions with your goals, bringing you powerful options like:

  • Customized lines of credit1
  • Bespoke lending options
  • Asset-based loans

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Explore advanced planning strategies

A complex life demands targeted tactics for taxes, estates, philanthropy, personal and business needs, so we will integrate plans for:

  • Tax optimization
  • Coordination of advisors

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Implement your plan

Our solutions are designed to cascade across your entire balance sheet - fulfilling your family, business and life goals.

  • A presentation of our complete strategy and proposal
  • Supporting your objectives with a plan that evolves with you
  • Ongoing collaboration with your extended team of advisors

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Access to your team

Communication and connectivity are at the heart of everything we can accomplish together.

We’re here to build a collaborative partnership. And that means giving you full access to your people.

More than just names, we are a team that cares deeply about your success and relentlessly pursues it.

Get to know us
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We’re ready to help you with your unique financial goals. Get to know us better first, or reach out now.
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1 - 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.