Family Office

Serving you for generations with specialized expertise.

Your family has the level of dynamic wealth and complexity that requires a modern approach to the family office: specialist expertise, access, and seamless coordination from a dedicated and integrated team. We’ll help spot opportunities, foresee obstacles and provide consultative services to match your unique needs.
A modern approach
Flexible platform

Each client has unique challenges and requires a tailored approach and solution, driven by an open architecture platform.

Experienced team and expert network

Access to appropriate family offices service providers across a wide range of needs.

Strategic planning

Expert insights to help you design the future you’ve dreamed of.

Expert insights

Our thoughts to support your family office.

See how we support generations of families and the people who work with them

Giving as a family

The family office is likely to play a central role in the family's philanthropic activities, whatever their mission, scale and scope.

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What to consider next

Learn more about considerations for your family office.

Strategies & tools for families: Generational wealth

Successfully transferring family wealth from the first generation to the second employs skills many families already possess.

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Your priorities, our resources
Learn more about comprehensive solutions curated to your needs.
Family governance & next-generation education

Get guidance on succession planning, trusts, and how to educate the next generation about their responsibilities and opportunities.

Outsourced CIO services

We can take on the work of framing and implementing investment decisions with the intention of extending prosperity for increasing numbers of descendants.

Advice on deal flow

Find support, advice and access as you explore new investment opportunities.

Planning through liquidity events

Get guidance for managing the transactions that help realize the value of an investment, including insights about taxes and deploying the newly unlocked capital.

Managing risk of illiquid assets

Handling the volatility and broader spreads on these assets requires a partner who’s experienced in managing them in the context of a larger portfolio.

Diversifying concentrated positions

Work with us to spread the potential for risk that comes with accumulating a large holding, and to find opportunities that make sense in the context of your family’s complete picture.

Industry expert network access

Connect with exclusive insights and resources from experts across disciplines.

Cybersecurity & privacy risk management

Manage the potential for physical, financial, online and other threats.

Operations, vendor & staffing advisory

Get support with managing the day-to-day needs of a high-functioning office.

Peer-to-peer community & events

Meet people with similar challenges and interests for networking, addressing special topics, and more.

Partner with us
You can find more than just a suite of solutions designed for you. Our expert advice and guidance can help you maximize the impact of every choice.
Philanthropy

Guiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy.

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Investment management*

Expert guidance on managing liquidity needs, direct investing, access to deal flow, and responding to market opportunities and challenges.

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Next generation

Education for the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance.

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Trust & fiduciary

Seamless planning and advice-driven engagement to plan for your assets through every stage of your life.

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Aviation financing

Assistance determining the best way forward with your plans for aviation ownership.

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Business lending

Fund growth or find experienced financial advice for your family-owned or multigenerational business.

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Treasury Management

Efficient, expert support to maximize your cash flow, tailored to suit your unique needs so you can focus on your business.

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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.

Get to know us

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

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