Liquidity Event

Financial strategies designed to support you in managing taxes, protecting your assets and preserving the wealth you’re creating.

Expert guidance from professionals who have a passion for helping you extend the value of this moment. We have unparalleled experience in helping innovators understand the mechanics of this event, integrate it into a dynamic investing plan and your holistic wealth strategy, and streamline the tax effects, while working to protect what you’re creating.
Partnership to help guide you
Private stock optimization

Advice and planning to help optimize the value of your holdings.

Tax planning, liquidity, and risk management

Partner with us to handle wealth planning as a strategic balancing act—addressing immediate concerns and preparing for your long-term future.

Big event, deep support

Managing a liquidity event calls for a partner with deep experience in supporting the effects on your personal finances as well as the future of your company.

The psychology of liquidity: Uncovering the entrepreneur’s need

When the opportunity to solve for a liquidity need with an exit, loan, or other option, and an individual, holistic plan should address key questions.

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The art of valuation and the science of dilution

Founders need to understand factors that help maximize the valuation of their business, and increase the propensity of new investors to come in at the highest possible valuation.

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A recent exit? What you need to consider.

Building a great technology start-up to and through a financial exit happens to a rare few. Dealing with that newfound wealth is a nice challenge to have. But it’s still a challenge. Planning early is the best way to help maximize returns and make sure that your money lasts.

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Three things to know pre and post IPO

Important factors that impact your IPO journey – your advisory team, the execution plan, and the important estate planning components to consider.

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Advisory offerings*
Specialized support for an important moment.
Diversification strategy

A dynamic approach to managing your investments as a whole.

Liquidity event planning

Get tailored advice and expert strategy as you prepare for a significant financial moment.

Illiquid asset risk management

Find specialized advice on handling this part of your balance sheet in relation to the rest of your wealth plan.

Direct deal flow

Let us help you streamline the process of sourcing and evaluating new ventures.

Expert network

Tap into our pool of experienced industry leaders for advice and support.

Access to private markets

Find additional investment opportunities with exclusive access.

Capital markets and global economic research

Make informed decisions with insights from our industry-leading analysts.

Invest in what matters
Tools to maximize the likelihood of meeting goals, drive down costs, and minimize tax impact.
Investment management*

Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.

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Tax planning

Your holistic wealth plan should be grounded in the most current strategies for minimizing taxes. Our in-house tax experts review your goals against the latest tax policy and use their experience to advise you on transactions, estate matters, and more.

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Philanthropic giving

Build a strategy for giving that aligns with your values and your overall wealth plan.

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Family office

Serving you for generations with specialized expertise.

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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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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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