Family Office
Serving you for generations with specialized expertise.
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
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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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.
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.
Philanthropy
Guiding your family to achieve their philanthropic goals, including philanthropic governance across generations and enhancing your charitable giving strategy.
Learn moreInvestment management*
Expert guidance on managing liquidity needs, direct investing, access to deal flow, and responding to market opportunities and challenges.
Learn moreNext generation
Education for the next generation on wealth and its responsibilities, along with guidance on succession planning, trust, and family governance.
Learn moreTrust & fiduciary
Seamless planning and advice-driven engagement to plan for your assets through every stage of your life.
Learn moreAviation financing
Assistance determining the best way forward with your plans for aviation ownership.
Learn moreBusiness lending
Fund growth or find experienced financial advice for your family-owned or multigenerational business.
Learn moreTreasury Management
Efficient, expert support to maximize your cash flow, tailored to suit your unique needs so you can focus on your business.
Learn moreYou'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.
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We’re here to build a collaborative partnership.
Communication and connectivity are at the heart of everything we’ll accomplish together.
Get to know usIndividuals 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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