Trust & Fiduciary Services
Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life.
A comprehensive strategy for wealth
You know what you want to achieve with your assets. We can help you explore choices and coordinate the tools you choose to give you access, control and flexibility.
Designing your estate for effective wealth transfer
Extend your impact on the future beyond your lifetime. Consider today how you’ll structure your assets for the future, so you can manage taxes and support the people you care about.
Managing fiduciary duties
Who will you choose to manage your assets once they’re held in a trust? It’s important work, and calls for someone who understands the responsibilities in detail.
How strong families survive tough times: generational wealth
Creating a family legacy can have its share of challenges. Learn about strategies you can use to overcome the issues that may stand in the way of generational wealth in your family.
Trust administration services
Our team of accomplished fiduciary administration professionals can administer a broad array of structures in order to meet your specific objectives.
Specialty asset management
Your portfolio may include non-financial assets such as real estate, farm and ranch land, oil, gas and mineral interests and closely held businesses. We can help you manage these as an important part of your trust’s investments.
Estate and trust settlement
You and your trusted advisors can work with our professionals to navigate the complex process of transferring assets, including impartial assistance throughout the estate settlement process and trust administration.
Guardianship and conservatorship of estate
Court-ordered guardianships and conservatorships are a tool that can protect the estates of those who are unable to manage their own financial responsibilities. We pride ourselves on listening to your concerns and advocating for your loved one’s needs with professionalism and expertise.
Agent for fiduciary
Being named to serve in a fiduciary capacity for a trust or estate is an honor—and a demanding role. We recognize the considerable responsibility that such a position requires and offer support in dealing with the challenges it brings.
Building your holistic plan
We collaborate with you to design your unique plan and experience, making it comprehensive by reviewing, assessing and understanding your needs.
Tax planning services
Keep your plans current with analysis of tax law changes, advice on estate tax strategies, transaction analysis and more from our experts.
Consider enhancing your charitable giving strategy by looking at how you’d like to include causes you care about in your estate plan.
Liquidity event management
Strategies tailored to your personal income, funding needs, risk tolerance, and short- and long-term goals.
An advice-oriented approach to leverage, based on your goals for cash flow, an analysis of your balance sheet and collateral, and your debt preferences.
Private banking and wealth advisory expertise to help you realize your professional goals.
Private stock management
Advice and guidance to help you plan holistically for these holdings, including tax impact.
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.Learn more
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