The Giles Group
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.