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SVB
Silicon Valley Bank
SVB Private
  All SVB Private accounts will transition to First Citizens in November. Learn
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Who We Help

NAVIGATING LIFE'S MILESTONES

Our relationship begins with an intimate understanding of your financial needs
and plans. Hear how we’ll transform your ambitions into a definitive plan that
sets you on a path toward your goals.

 * Individuals & Families
 * Professionals
 * Business Owners
 * Vintner and Winery Owners

We’re here to build a collaborative partnership.

Meet our Team

It's a pleasure to work
with innovators at
every stage of growth.

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Services

WEALTH MANAGEMENT

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LENDING

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BANKING SERVICES

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Why SVB Private
Explore our holistic approach to managing wealth

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Team

WE'RE HERE FOR YOU

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networks to ensure that you’re heard, understood and satisfied with your
strategic plans.

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TEAM


 * Directory

Insights

CAPITALIZE ON OUR INSIGHTS

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development, our archive of insights is available 24/7.

OUR INSIGHTS

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Support

HELP IS JUST A CLICK AWAY

If you need assistance with your account, we’re here to help. We have a library
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Home
Who We Help

NAVIGATING LIFE'S MILESTONES

Our relationship begins with an intimate understanding of your financial needs
and plans. Hear how we’ll transform your ambitions into a definitive plan that
sets you on a path toward your goals.

 * Individuals & Families
 * Professionals
 * Business Owners
 * Vintner and Winery Owners

Services

WEALTH MANAGEMENT

 * Wealth Planning
 * Investment Management
 * Family Office

LENDING

 * Business Lending

BANKING SERVICES

 * Business Banking Services

Team

WE'RE HERE FOR YOU

Our team relies on their financial expertise, industry knowledge and vast
networks to ensure that you’re heard, understood and satisfied with your
strategic plans.

LEARN MORE

 * Directory

Insights

CAPITALIZE ON OUR INSIGHTS

When you’d like a quick take on a financial topic, economic trend or industry
development, our archive of insights is available 24/7.

OUR INSIGHTS

 * Market Outlook
 * Family Office Insights
 * Lifestyle
 * Managing Operations
 * Managing Taxes
 * Philanthropy
 * Trust & Estate Perspectives
 * Wealth Insights

Support

HELP IS JUST A CLICK AWAY

If you need assistance with your account, we’re here to help. We have a library
of resources available and our support team is happy to assist you.

ADDITIONAL SUPPORT

 * Digital Banking
 * Lost Card
 * Reset Your Password
 * Routing Number
 * Wire Transfer

Select a Service for Login

DIGITAL BANKING

For legacy Boston Private Bank Clients

DIGITAL BANKING

For legacy SVB Private Bank Clients

WEALTH ACCESS

For legacy Boston Private Wealth Clients

TRUST & CUSTODY

For legacy Boston Private Trust Clients

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WHERE YOUR PERSONAL LIFE MEETS YOUR PROFESSIONAL LIFE

Watch now
Contact us
Your committed partner
Helping you with your financial journey with solutions based on a deep
understanding of what drives you - no matter how complex life gets.
Insights at your fingertips
Get a quick take on the latest financial topics, economic trends and industry
developments from our diverse team of professionals.
Top Women Wealth Advisors, Best-In-State, 2023
Top Next-Gen Wealth Advisors, 2022
Top Next-Gen Wealth Advisors, Best-In-State, 2022
Best-In-State Wealth Advisors, 2022
America's Top Women Wealth Advisors, 2022


WELL VERSED IN THE COMPLEX NEEDS OF INNOVATORS

When your financial needs are far from typical, call on us to craft a holistic
plan tailored to your needs. Select from the options below and learn how we can
help.
 * Founder
 * Executive
 * VC/PE Professional
 * Individual & Family

OUR PARTNERSHIP BEGINS WITH YOUR GOALS

A thorough understanding of your personal and professional ambitions helps guide
our development of your financial strategy.


A FINANCIAL PARTNER FOUNDERS CAN RELY ON

We help founders throughout the innovation economy more effectively manage their
personal and business finances.
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ADEPT AT THE NUANCES OF EXECUTIVE NEEDS

We partner with business leaders and help manage the intricacies of personal
finances and professional responsibilities.
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PRACTICED AT SERVING THE NEEDS OF EXPERIENCED INVESTORS

Working closely with venture capitalists, our specialized team is skilled at
navigating finances, managing capital commitments and identifying opportunities.
Learn more
Watch now
Interview with Elizabeth Galbut of SoGal Ventures
Read client story

ACCOMPLISHED AT MANAGING A FULL RANGE OF CLIENT FINANCES

Our team of wealth professionals will collaborate with you to develop a holistic
plan that allows you and your family to pursue your financial goals.
Learn more
Interview with Dawn Stancavish of Massa Products
Read client story


WHAT YOU CAN EXPECT FROM US

As your partner we provide advice, guidance and a suite of solutions to help you
navigate the challenges and opportunities at each state of your personal
financial journey.

Banking

A variety of cash management options to help you reach your financial goals.

 * Checking and savings
 * CDs and money markets
 * Insured Cash Sweep
 * Online and mobile banking

Learn more
Lending

Guidance and flexible lending solutions for managing your liquidity needs.

 * Mortgage Lending
 * Home equity lines of credit (HELOC)
 * Private stock-backed lending
 * Partner lines of credit (PLOC)

Learn more
Wealth Management

Comprehensive advice and planning strategies tailored to your unique needs.

 * Investment advisory services
 * Multi-generational wealth planning
 * Financial planning
 * Concentrated stock advisory
 * Philanthropic planning

Learn more
Trust & Fiduciary

Expertise to help you protect your wealth and secure your legacy.

 * Tax strategies & planning
 * Trust administration services
 * Estate and trust settlement
 * Agent for fiduciary
 * Specialty asset administration

Learn more
Discover the stories that inspired our clients’ successes
See all client stories
Previous
A former CPA who knew she had to break out on her own, Melissa is obsessed with
entrepreneurship and sharing the lessons she has learned along the way...
Melissa Clayton
CEO & Founder of Tiny Tags and The Matte
Read more
Co-founding the first women-led venture capital firm was no easy task but
Elizabeth followed her passion and began investing in women-run businesses at
age 26.
Elizabeth Galbut
SoGal Ventures
Read more
A former CPA who knew she had to break out on her own, Melissa is obsessed with
entrepreneurship and sharing the lessons she has learned along the way...
Melissa Clayton
CEO & Founder of Tiny Tags and The Matte
Read more
Co-founding the first women-led venture capital firm was no easy task but
Elizabeth followed her passion and began investing in women-run businesses at
age 26.
Elizabeth Galbut
SoGal Ventures
Read more
A former CPA who knew she had to break out on her own, Melissa is obsessed with
entrepreneurship and sharing the lessons she has learned along the way...
Melissa Clayton
CEO & Founder of Tiny Tags and The Matte
Read more
Co-founding the first women-led venture capital firm was no easy task but
Elizabeth followed her passion and began investing in women-run businesses at
age 26.
Elizabeth Galbut
SoGal Ventures
Read more
Next
 * 1
 * 2


CONNECTING OUR NETWORK OF INDUSTRY EXPERTS WITH CLIENTS

Our dedicated team connects SVB clients with stakeholders in every part of the
innovation community.
Learn more

Ready to see how we can help you?
Start the conversation
All non-SVB named companies listed are independent third parties and are not
affiliated with SVB Financial Group.

Forbes “Top Women Wealth Advisors Best-in-State” 2023: Source Forbes.com
(February 2023). Awarded in February of 2023, this ranking was determined based
on an evaluation process conducted by SHOOK Research LLC during the period from
9/30/21-9/30/22. This process involved surveys and interviews conducted by
telephone, in-person and virtually to evaluate each advisor qualitatively and a
ranking algorithm that includes: client impact, industry experience, review of
best practices and compliance records, firm nominations, and quantitative
criteria, including, assets under management and revenue trends. Advisors
considered have a minimum of seven years’ experience. Investment performance is
not a criterion. SHOOK’s research and rankings provide opinions intended to help
investors choose the right financial advisor and are not indicative of future
performance or representative of any one client’s experience. Past performance
is not an indication of future results. Neither SVB Wealth LLC nor its Private
Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking.
Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more
information, please see www.SHOOKresearch.com. SHOOK is a registered trademark
of SHOOK Research, LLC.

Forbes “America’s Top Women Wealth Advisors” 2022: Source Forbes.com (February
2022). Awarded in February of 2022, this ranking was determined based on an
evaluation process conducted by SHOOK Research LLC during the period from
9/30/20-9/30/21. Neither SVB Wealth LLC nor its Private Wealth Advisors paid a
fee to SHOOK Research LLC to obtain or use the ranking. This process involved
in-person and telephone due diligence meetings to evaluate each advisor
qualitatively, a major component of a ranking algorithm that includes client
impact, industry experience, review of best practices and compliance records,
firm nominations, and quantitative criteria, including, assets under management
and revenue trends. Advisors considered have a minimum of seven years’
experience. Investment performance is not a criterion. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial
advisor and are not indicative of future performance or representative of any
one client’s experience. Past performance is not an indication of future
results. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For
more information, please see www.SHOOKresearch.com. SHOOK is a registered
trademark of SHOOK Research, LLC.

Forbes “Best-in-State Wealth Advisors” 2022: Source: Forbes.com (April 2022).
Awarded in April of 2022, this ranking was determined based on an evaluation
process conducted by SHOOK Research LLC during the period from 6/30/20-6/30/21.
Neither SVB Wealth LLC nor its Private Wealth Advisors paid a fee to SHOOK
Research LLC to obtain or use the ranking. This ranking is based on an algorithm
of qualitative criteria gained through telephone, virtual and in-person due
diligence interviews, and quantitative data. The advisors considered have a
minimum of seven years’ experience, and the algorithm weighs factors like
revenue trends, assets under management, compliance records, industry experience
and best practices in working with clients. Investment performance is not a
criterion. SHOOK’s research and rankings provide opinions intended to help
investors choose the right financial advisor and are not indicative of future
performance or representative of any one client’s experience. Past performance
is not an indication of future results. Neither Forbes nor SHOOK receive a fee
in exchange for rankings. For more information, please see
www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Forbes “Top Next-Gen Wealth Advisors” 2022 and “Top Next-Gen Wealth Advisors
Best-in-State” 2022: Source: Forbes.com (August 2022). Awarded in August of
2022, this ranking was determined based on an evaluation process conducted by
SHOOK Research LLC during the period from 3/31/21 - 3/31/22. Neither SVB Wealth
LLC nor its Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain
or use the ranking. For this ranking, SHOOK considered advisors born in 1983 or
later with a minimum of four years as an advisor. Advisors considered have built
their own practices and lead their teams; joined teams and are viewed as future
leadership; or a combination of both. The ranking is based on an algorithm of
qualitative data, gathered through telephone and in-person interviews to
evaluate best practices, client retention, industry experience, credentials,
compliance records, and firm nominations, as well as quantitative criteria,
including assets under management and revenue trends. Investment performance is
not a criterion. SHOOK’s research and rankings provide opinions intended to help
investors choose the right financial advisor and are not indicative of future
performance or representative of any one client’s experience. Past performance
is not an indication of future results. Neither Forbes nor SHOOK receive a fee
in exchange for rankings. For more information, please see
www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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This material is for informational purposes only and is not intended to be an
offer, recommendation or solicitation to purchase or sell any security or
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The term “SVB Private” is the marketing brand name for the private banking,
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^Banking, lending, and trust products or services are offered by Silicon Valley
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SVB Wealth LLC (“SVBW”) is a wholly owned, non-bank subsidiary of First-Citizens
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company or depository institution.

*Wealth management and investment advisory services are offered through SVBW, an
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through SVBW is contained in the SVBW Form ADV Brochure which can be obtained at
adviserinfo.sec.gov or from your SVBW investment adviser representative. 

Wealth management and investment advisory services offered by SVBW are:

NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK
GUARANTEED • NOT A BANK DEPOSIT • MAY LOSE VALUE


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information contained herein is for informational purposes only and no guarantee
is expressed or implied. Rates, terms, programs, and underwriting policies are
subject to change without notice. This is not a commitment to lend. Terms and
conditions apply. NMLSR ID 503941.

©2024 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley
Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

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