Advice that helps executives manage the complexities of their equity awards and other deferred compensation as they build, manage and preserve wealth.
Holistic wealth planning
Find a personalized strategy to integrate finances, minimize stock plan risk, develop a wealth transfer plan, and more.
Get market-driven guidance to help you develop a strategy that incorporates the different types of assets you have, for the future you want.
Advice that works hard for you
Maximize the value of what your innovation means to you with guidance on key decisions and a strategy that includes all the components of your compensation.
Addressing concentrated stock
See our thinking about making smart choices when it comes to managing your wealth holistically in the late stages of pre-IPO planning or after your company has gone public.
Managing the complexities of your equity compensation
The role of 10b5-1 plans in helping executives meet their financial goals.
10b5-1 trading plans
Find flexibility in your equity holdings while remaining in compliance of SEC rules.
Asset management & diversification
Guidance to help you branch out and build a stronger portfolio.
Future & retirement planning
Advice to help lay the groundwork for the very long term.
Administrative & financial reporting
Support with critical functions to help keep you organized and prepared for what’s next.
A consultative approach to planning that’s completely centered around your needs.
Retirement advisory services
The retirement plan you want to offer, tailored to fit your people and your needs.
Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.
An advice-driven approach to unique borrowing situations, tailored to meet your goals and needs.
Build a strategy for giving that aligns with your values and your overall wealth plan.
Financial strategies designed to support you in managing taxes, protecting your assets and preserving the wealth you’re creating.
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
How can we reach you?
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