Wealth Planning

A fresh approach to planning for your financial life and legacy built through collaboration, understanding, and expert guidance to move you forward.

We partner with leaders like you to take a holistic view of your financial needs. We collaborate with you to customize and implement a comprehensive wealth plan, designed to grow with your evolving business and personal financial needs—innovating right along with you.
A deeper approach
Informed strategy

We work with you to gain a broad and deep understanding of your goals, values, and concerns so that together, we can build a wealth plan built on your goals and aspirations*.

Expert advice

Your advisor and their network of subject matter experts are ready to help you reach for your goals with smart advice grounded in deep technical expertise.

Working to grow your wealth

After designing a wealth plan that incorporates your priorities and needs, we partner with you to not only execute your plan but to keep it current as your life and priorities evolve.

Goal planning and your living balance sheet

Six major life events that can alter your financial plans – plus some actions you can take now to prepare you for the future.

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Helping potential partners deal with millennial debt

Advice for welcoming the next generation of partners to a professional services firm when they're unable to fund their initial capital contribution.

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CO Wealth Planning Module 5@ 1 x ( 1)
Wealth strategy
Expertise to meet your holistic planning needs, along your journey.
Tax planning

Identify ways to optimize tax planning by staying current on policy and coordinating all the elements of your finances.

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Investment management*

Craft a plan to maximize your opportunities for long-term growth, designed with your total picture in mind. 

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Philanthropic planning

Include the causes that matter to you in your holistic wealth plan.

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Liquidity event planning

Strategies tailored to your personal income, funding needs, risk tolerance, and short- and long-term goals.

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Custom lending

Together, we’ll develop fresh ideas and tailored solutions to help you quickly access financing whenever your lifestyle demands it.

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Trust & fiduciary services

Advice-driven estate planning to underpin your holistic wealth strategy at every stage of your life. We can help you build a multi-generational plan designed to help protect your wealth, including support with family governance, legacy gifts, and philanthropy.

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Executive services

Advice for building, managing and preserving wealth. From private banking to compensation, investments, wealth preservation, liquidity events and equity plans, we’re equipped to help you identify and maximize your opportunities.

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Private stock management

We help innovators like you understand your equity ownership, formulate tax-efficient liquidity solutions, and plan for wealth preservation. Our tenured experts collaborate with you on a holistic strategy that factors in your complex balance sheet, risk profile, and cash flow.

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You'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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advisor team

We’re here to build a collaborative partnership.

Communication and connectivity are at the heart of everything we’ll accomplish together.

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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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