Liquidity Event
Financial strategies designed to support you in managing taxes, protecting your assets and preserving the wealth you’re creating.
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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How do I plan for my own liquidity as I grow my company?
The average tech company today is fourteen years old by the time it exits. That’s a long time to wait for a payout. SVB Private provides guidance for every step along that journey, from taking money off the table to borrowing against your private shares.
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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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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.
Investment management*
Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.
Learn moreTax 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.
Learn morePhilanthropic giving
Build a strategy for giving that aligns with your values and your overall wealth plan.
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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