Tax Planning Services
Expert advice to help align your wealth strategy with up-to-the-minute legislation and best practices for minimizing the effect of taxes.
Holistic guidance
Your complex finances can create a significant tax burden if not managed with an understanding of how they’re interconnected. Because we look at all aspects of your wealth strategy, we can help coordinate disparate elements with taxes in mind.
Current insights
Tax policy changes such as contribution limits and how wealth transfer is taxed happen frequently. Keeping your wealth strategy optimized for the latest rules takes a team that is passionate about the latest developments and what they mean for you.
Specialized expertise
Your private assets demand a partner who has strong experience with supporting innovators in managing and planning for tax implications.
Our Thoughts
Insight to inform your tax management needs.
Helping entrepreneurs see around the corner: Minimizing taxes and optimizing liquidity during a startup
By planning ahead while at a start-up, you can help minimize taxes and optimize liquidity by implementing a few key strategies.
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More considerations
Additional insights to guide your decisions.
Unique trifecta creates wealth transfer opportunities
Wealth transfer strategies families are deploying during the COVID-19 pandemic.
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Trust & estate tax strategies
Keep your approach to wealth transfer current, compliant, and designed to maximize the value you retain.
State & local income tax mitigation
Insight into approaches for managing taxes below the federal level should be part of your holistic strategy.
Transaction analysis
Understand the potential effects of selling different assets to help make sense of the potential value for intangible assets and tax exclusions and deferral techniques.
Tax law changes
We can help you adjust your holistic wealth strategy to take advantage of new rules and minimize your taxes due.
Review of tax returns
Our in-house tax experts review your tax documents to make sure we’re properly preparing your wealth and estate plans to align with tax advantageous strategies.
Tax compliance
Meeting requirements for all the relevant entities and transactions requires not just awareness but also smart planning.
Investment management*
Holistic strategies designed to maximize the opportunity to meet your long- and short-term goals.
Learn moreWealth planning
A consultative approach to planning that’s completely centered around your needs.
Learn morePhilanthropic giving
Build a strategy for giving that aligns with your values and your overall wealth plan.
Learn moreLiquidity event
Financial strategies designed to support you in managing taxes, protecting your assets and preserving the wealth you’re creating.
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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