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Wealth Advisory and Tax Services
SVB Private Client Services partners with GW & Wade to provide Silicon Valley Bank's private clients with comprehensive tax planning, investment management, retirement and estate planning. GW & Wade is an independent, financial advisory firm with offices in Wellesley, Massachusetts and Palo Alto, California. Since 1986, it has served the tax and wealth management needs of successful executives, entrepreneurs, venture and private equity investors and their families.
GW & Wade brings an independent, objective approach to managing your wealth. It designs sophisticated investment management and financial planning strategies and helps you take control of building the most important aspects of your financial future. GW & Wade has an experienced team of investment advisors, tax attorneys, CPAs and certified financial planners with a variety of expertise including:
Advice and guidance on gifting carried interest into trustsManagement of core portfolios (e.g. managing assets outside a venture partner's capital funds)Integrating outside investments with equity compensation, with a focus on tax implications of investment and liquidation decisions (e.g. for a technology executive with concentrated equity positions)Lifetime wealth transfer: gifting strategies for families and their preferred philanthropiesTax planning: multi-year, anticipatory approach to personal taxation, up to and including completion of tax returnsSVB Private Client Services offers its clients who qualify for our SVB PCS Advantage Program a 10 percent rebate on GW & Wade's fees (excluding tax services) for up to three years. Contact us for more details.
SVB Private Client Services is a division of Silicon Valley Bank. Financial advisors, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank.
Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. SVB Private Client Services does...
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Wealth Advisory and Tax Services
SVB Private Client Services partners with GW & Wade to provide Silicon Valley Bank's private clients with comprehensive tax planning, investment management, retirement and estate planning. GW & Wade is an independent, financial advisory firm with offices in Wellesley, Massachusetts and Palo Alto, California. Since 1986, it has served the tax and wealth management needs of successful executives, entrepreneurs, venture and private equity investors and their families.
GW & Wade brings an independent, objective approach to managing your wealth. It designs sophisticated investment management and financial planning strategies and helps you take control of building the most important aspects of your financial future. GW & Wade has an experienced team of investment advisors, tax attorneys, CPAs and certified financial planners with a variety of expertise including:
- Advice and guidance on gifting carried interest into trusts
- Management of core portfolios (e.g. managing assets outside a venture partner's capital funds)
- Integrating outside investments with equity compensation, with a focus on tax implications of investment and liquidation decisions (e.g. for a technology executive with concentrated equity positions)
- Lifetime wealth transfer: gifting strategies for families and their preferred philanthropies
- Tax planning: multi-year, anticipatory approach to personal taxation, up to and including completion of tax returns
SVB Private Client Services offers its clients who qualify for our SVB PCS Advantage Program a 10 percent rebate on GW & Wade's fees (excluding tax services) for up to three years. Contact us for more details.
SVB Private Client Services is a division of Silicon Valley Bank. Financial advisors, wealth managers and estate planning attorneys introduced to clients by SVB Private Client Services are not affiliates of Silicon Valley Bank.
Investments recommended by these or any other third-party provider of wealth management and financial planning services are not guaranteed by Silicon Valley Bank, are not insured by the FDIC, and may lose value. SVB Private Client Services does not receive any compensation for referrals made. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisors for such guidance.
To the extent you purchase any investment products or services recommended by GWW, you should understand that such products and services are: not insured by the FDIC or other governmental agency; not deposits or obligations of the Bank; not guaranteed by the bank; and subject to investment risks, including the possible loss of principal invested.