SVB Private Perspectives SVB Private

See how a two-phased approach to estate planning can offer short and long-term benefits to founders as their financial, professional and personal lives evolve.
Ann Lucchesi, Managing Director, SVB Access Gerald Baker, Head of Wealth Strategies 

Learn how founders have overcome the two biggest barriers to home ownership. 
Mortgage eligibility and company financial reviews are two significant hurdles founders face when considering a home purchase. Hear effective ways to address these all-too-common obstacles.  

Structuring your business as a C-corp is an essential step for QSBS eligibility.
Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event.
- LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion.- Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion.- The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.  
Ann Lucchesi, Managing Director, SVB AccessDanielle Greene, Managing Director, Fiduciary Advisor 

Hear how you may still qualify for the QSBS tax exclusion across multiple acquisition types, prior to hitting the 5-year holding period.

Prenuptial agreements can be especially beneficial to business founders and entrepreneurs. Hear ways that could help you avoid the common pitfalls and create a well-drafted prenup.

During our second episode, hear how successful founders pursue personal liquidity during company growth stages to help reduce risk and fund their family’s day-to-day expenses.
 
Ann Lucchesi, Managing Director, SVB Access Dave Buxton, Private Wealth Advisor