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Silicon Valley Bridge Bank, N.A. is a newly created, full-service FDIC-operated ‘bridge bank’.  Learn more here

 
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Who We Help

Navigating Life's Milestones

Our relationship begins with an intimate understanding of your financial needs and plans. Hear how we’ll transform your ambitions into a definitive plan that sets you on a path toward your goals.

Our approach

  • Founders
  • VC/PE Professionals
  • Individuals & Families
  • Vintner and Winery Owners
  • Executives
  • Professionals
  • Business Owners
  • Nonprofits
Services

Wealth Management

  • Wealth Planning
  • Investment Management
  • Trust & Fiduciary
  • Family Office

Lending

  • Mortgage Lending
  • Private Lending
  • Business Lending

Banking Services

  • Business Banking Services
  • Private Banking Services
Team

We're here for you

Our team relies on their financial expertise, industry knowledge and vast networks to ensure that you’re heard, understood and satisfied with your strategic plans.

Learn more

  • Directory
Insights

Capitalize on our Insights

When you’d like a quick take on a financial topic, economic trend or industry development, our archive of insights is available 24/7.

Our insights

  • Economic Commentary
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  • Lifestyle
  • Managing Operations
  • Managing Taxes
  • Philanthropy
  • Trust & Estate Perspectives
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Danielle Greene
ADVISOR

Danielle Greene

Managing Director, Fiduciary Advisor
Trust & Fiduciary, New England
Let's talk

Danielle R. Greene is a Managing Director and Fiduciary Advisor with SVB Private.

Ms. Greene has over fifteen years of experience addressing sophisticated trust and estate administration and planning matters, both as a professional fiduciary administrator and a practicing attorney.

Ms. Greene joined SVB Private in February, 2016 after serving as a Trust and Estate Advisor for a long standing multifamily office that provides investment management and fiduciary services to individuals and families. In that role, Ms. Greene was involved in all aspects of trust and estate administration; wealth planning, including the review of trusts and other estate planning documents; and client management. Additionally, Ms. Greene served on the company’s Fiduciary Risk Management and Trust Administration committees.

Prior to entering the private banking field, Ms. Greene was a practicing attorney. Her practice focused on estate planning, trust and estate administration, taxation, and fiduciary litigation matters. Her representations focused on high net worth individuals as well as corporate and individual fiduciaries. Ms. Greene is admitted to the Massachusetts, New York, and New Jersey bars.

Ms. Greene earned her Juris Doctor from Villanova University’s Charles Widger School of Law. Prior to law school, she obtained her Bachelor of Science in Accounting from Fairfield University.

Ms. Greene is actively involved in the Boston estate planning community and presents on topics related to trusts and estates. She is a member of the Boston Bar Association, where Ms. Greene serves on the Trusts & Estates Section Steering Committee as Co-Chair of the Trust Administration Committee and has previously served as Co-Chair of the Comminutions Committee.  Ms. Greene is also a member of the Boston Estate Planning Counsel and the Trusts and Estates Consortium.

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This material is for informational purposes only and is not intended to be an offer, recommendation or solicitation to purchase or sell any security or product or to employ a specific investment strategy. SVB Financial Group (“SVB”) does not represent, warrant or guarantee that this material is accurate, complete or suitable for any purpose or any investor and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment.

SVB, its affiliates, employees, SVB Wealth LLC investment adviser representatives and SVB Investment Services Inc. registered representatives do not provide, and nothing contained herein should be construed as, legal, tax or accounting advice. Prior to making any investment or financial decisions, an investor should consult their own legal and/or tax advisors for individualized advice that takes into account all of the particular facts and circumstances of an investor’s own situation.

Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee a profit or protect against loss.

The term “SVB Private” is the marketing brand name for the private banking, lending, brokerage and wealth management and investment advisory services offered by the following SVB subsidiaries and affiliates: Silicon Valley Bank, SVB Investment Services Inc., and SVB Wealth LLC. Each legal entity in SVB Financial Group is subject to distinct regulatory requirements and certain products and services may not be available in all jurisdictions or to all client types.

^Banking, lending, and trust products or services are offered by Silicon Valley Bank, a California bank with trust powers. Silicon Valley Bank is a member of the FDIC and of the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB).

SVB Wealth LLC (“SVBW”) and SVB Investment Services Inc. (“SVBIS”) are wholly owned, non-bank subsidiaries of Silicon Valley Bank. Neither SVBW nor SVBIS is a chartered bank, trust company or depository institution.

*Wealth management and investment advisory services are offered through SVBW, an SEC-registered investment adviser. Detailed information on the services offered through SVBW is contained in the SVBW Form ADV Brochure which can be obtained at adviserinfo.sec.gov or from your SVBW investment adviser representative. Brokerage products and services are offered through SVBIS, a registered broker-dealer, Member FINRA and SIPC. To learn more about SVBIS, please review the SVBIS Client Relationship Summary.

There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. For more information about these services and their differences, speak with your SVBW investment adviser representative. Not all products/services are offered by all investment adviser representatives of SVBW or registered representatives of SVBIS, and not all investment adviser representatives of SVBW are registered representatives of SVBIS.

Wealth management and investment advisory services offered by SVBW, and brokerage products and services offered by SVBIS are:

Silicon Valley Bank is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner. Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. All companies are independent third parties and are not affiliated with SVB Financial Group.

All loans provided by Silicon Valley Bank are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. 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. NMLSR ID 442029.

©2023 SVB Financial Group. All rights reserved. SVB Financial Group (SVB) is the holding company for all business units and groups. SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, and the chevron device are trademarks of SVB Financial Group, used under license.
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