THE GILES GROUP

Private Wealth Advisors

THE GILES GROUP

Private Wealth Advisors
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Significant wealth demands seriousness and focused attention. The Giles Group looks to provide a high level of care for a select group of clients, pursuing their best interests with steady resolve.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Hilary P Giles

Hilary P Giles

Managing Director

Private Wealth Advisor

650.473.2043
Maritza D Camilo

Maritza D Camilo

Senior Private Wealth Associate

650.473.2041
Cyrus  Chan

Cyrus Chan

Registered Private Wealth Associate

650.473.2050

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

A Commitment to Service

Merrill Lynch’s Private Banking and Investment Group is committed to providing a select group of wealthy clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained Private Wealth Advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, help you monitor its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, and we will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

Our Philosophy

We believe that your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires sophisticated, highly customized strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

The Giles Group

Welcome


At the Giles Group, we approach our work with conscientiousness and care. We are honored to advise a select group of wealth creators, many of whom work in technology, healthcare, and private equity. Our practice is focused by design, offering one-on-on attention and in-depth customization. Clients count on us to be discreet, reliable, and helpful; we take great pleasure in striving to exceed those expectations.

Our founder, Hilary Giles, has garnered a number of national honors:
  • Forbes: America’s Top Women Wealth Advisors in 2017 and 2018. 
  • Barron’s: America’s Top 100 Women Financial Advisors from 2013 through 2018.*
Source: Forbes "America's Top Women Wealth Advisors" list, May 2018. For more information about the selection criteria, go to http://details-he.re/91KIc5 . Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

Source: Barron's "Top 100 Women Financial Advisors" list, June 11, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

Focused on Client Priorities


Our approach is collaborative, consultative, and profoundly personalized. Sensitive to the unique characteristics of each relationship, we focus on each client’s priorities, working steadily to address those objectives. We have extensive experience advising multi-generational families and are adept in supporting strong stewardship across generations.

We strive to help clients optimize multiple facets of their wealth:
  • Investments in a broad range of asset classes
  • Trust and estate planning services
  • Liquidity-event strategies
  • Cash-flow and lifestyle requirements
  • Family wealth dynamics
  • Legacy strategies and philanthropic planning

Knowledge that Stems from Experience


Significant wealth is different – in its opportunities, challenges, intricacies, and demands. Our team founder, Hilary Giles, has worked directly with ultra-high-net worth clients for more than fifteen years. She has witnessed numerous market cycles and environments, providing her with a mature judgment and refined understanding of risk. Closely attuned to the nuances and details of each relationship, Hilary is directly and deeply involved with each client.

Our team offers first-hand insight into the pivotal events that ultra-high-net-worth clients can encounter:
  • Selling or transferring a business
  • Participating in an Initial Public Offering
  • Receiving a significant venture distribution
  • Acquiring a second home or luxury good
  • Establishing a family philanthropic plan
We approach each situation with diligence and exactitude, supporting clients through critical crossroads in their wealth, lives, and legacies.

The Clients We Serve

We work with private business owners, chairmen and CEOs of technology and life science companies, other Section 16 executives and directors, venture capitalists, entrepreneurs and real estate owners. Clients also represent first generation wealth, inherited wealth, divorced clients and multigenerational families. We inherently recognize that each client is different and cater our services to create highly customized and nuanced wealth management strategies. We work closely with clients to define their long term financial goals, lifestyle needs, risk thresholds, legacy objectives and philanthropy interests. By recognizing the distinctive profile of each client we are better positioned to respond to the complexities and opportunities that accompany significant wealth.

Our Scope of Services

We offer expansive, interdisciplinary financial strategies and services. We supplement our offerings with those of Merrill Lynch specialists who provide advice that is tailored to clients’ specific needs and circumstances. Moreover we work with clients’ external tax and legal advisors to streamline, integrate and coordinate the unified pursuit of financial goals. As stewards of client wealth we seek to relieve clients of day to day management of their finances so that they can regain precious free time returning to the family, business and leisure pursuits they find most gratifying.

Our Offerings

We focus exclusively on ultra affluent clients. Accordingly we have particular depth in the services and strategies most needed by affluent families:

  • Investment management
  • Concentrated stock management and 10b5-1 plans
  • Access to banking and lending services
  • Trust and estate planning services
  • Philanthropy
  • Access to family office services
  • Tax efficient strategies

Let's have a conversation

Your dedicated Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation as stewards of wealth.

Boutique-like service with the access to the investment resources of Merrill Lynch and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

THE GILES GROUP