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.
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 Killea Giles TeamThe Killea Giles Team provides wealth management services and strategies to a select number of ultra affluent clients. Located in Palo Alto, California we serve clients throughout the United States who value our personalized attention, collaborative approach and unwavering focus on their satisfaction. As of December, 2015, we oversee more than $2 billion in assets for approximately 50 families. We purposely limit our number of client engagements to engender an atmosphere that is intimate, individualized and discreet. Our notable record of client retention and referrals is our most cogent and meaningful barometer of success.
The Clients We ServeWe 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 ServicesWe 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.
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
- Access to family office services
- Tax efficient strategies