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Lana Xiao serves as a Private Wealth Advisor with SVB Private, providing customized financial solutions and advice to investors, founders, and executives within the innovation economy. She listens to her clients’ needs and advises them on wealth, tax and estate planning, personal cash management, charitable objectives, and a variety of tailored lending solutions. Her goal is to help her clients manage life’s complexities with confidence and ease.
Lana has devoted her career to providing comprehensive financial planning and investment management services to a wide variety of high-net-worth clients. Before joining SVB, Lana served as a financial advisor at a boutique wealth management and advisory firm in the Bay Area. She has also held wealth advisory roles at Wells Fargo Private Bank and First Republic Bank. A Certified Financial Planner and a Certified Divorce Financial Analyst, Lana holds a bachelor’s degree in business from the University of San Francisco and a master’s degree in economics and history from the London School of Economics. She is bilingual in English and Mandarin Chinese.
After a fulfilling day of championing the needs of her clients, Lana turns to meditation, yoga, Pilates and swimming to decompress. On the weekends, she and her family enjoy exploring all that the beautiful Bay Area has to offer.
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