SVB Private Client Services

 

For nearly three decades, Silicon Valley Bank has been immersed in the venture capital ecosystem. Our deep commitment to the industry has resulted in specialized knowledge and insight into the unique financial needs of the partners leading those firms. 

Services and Solutions

  • Strategic wealth advisory and tax services through our strategic alliance with GW & Wade (preferred rates for qualifying clients).
  • Exceptional service from experienced relationship managers
  • A dedicated client service team for personalized service
  • Online banking services and free worldwide ATMs offering access to funds and account information 24/7
  • Special benefits for our clients
    • Invitations to exclusive events
    • Complementary wine shipments featuring premium wines produced by SVB’s Winery Clients
    • Special Access to SVB Wine Concierge

 

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. Neither Silicon Valley Bank nor its affiliates provide tax or legal advice. Please consult your tax or legal advisors for such guidance. 

Contact Us

Silvia Fernandez
Head of Private Client Services
SVB Private Client Services, Menlo Park, CA
Specializing In: Private Banking

Mary Toomey
Managing Director
SVB Private Client Services, Palo Alto (Hanover St.)
Specializing In: Private Banking

Kent Håkanson
Managing Director
SVB Private Client Services, Palo Alto (Palo Alto Square)
Specializing In: Private Banking

Cyndi Korbar
Managing Director
SVB Private Client Services, Seattle, WA
Specializing In: Private Banking

Dan Lobdell