SVB has a nationwide clientele, offering an independent, integrated source of wealth, tax, estate and philanthropic planning services for high net worth individuals. Venture capital and private equity investors, in particular, will benefit from GW & Wade’s experience with their industries.
SVB Private Client Services are designed to help its clients to reduce financial complexity and retain liquidity. They also provide personal financing solutions to entrepreneurs, investors and senior executives in the industries SVB serves.
Silvia Fernandez, Head of SVB Private Client Services, SVB, said: “After extensive due diligence, we selected GW & Wade to assist our private clients. Our private clients require sophisticated financial managers who understand the unique and comprehensive advisory needs of the executives and venture capitalists who lead and invest in technology companies.”
Neil Goldberg, a GW & Wade principal, said: “We are delighted to partner with Silicon Valley Bank, to bring the right mix of services and advice to its clients, particularly to technology executives, private equity investors and venture capitalists, who have a unique set of financial advisory needs.”
