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THE KILLEA GILES TEAM

Private Wealth Advisors

3075 HANSEN WAY

PALO ALTO, CA 94304

650.473.2042

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Team 2-16-2012

About us

The Killea Giles Team

The 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 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 Value to Clients

We offer rigorous investment analysis, exceptional client service, fee transparency and full disclosure and accountability. Our key tenets are open communication, continuing client education to facilitate well informed decisions, sound wealth stewardship and client privacy. Above all we provide the personal attention and high level of service that significant wealth merits. Our success is predicated on client success.

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
  • Meet the team

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    Meet the team

    Hilary P. Giles

    Senior Vice President

    Private Wealth Advisor

    650.473.2043

    650.473.2043

    hilary_giles@ml.com

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    Suzanne W. Killea CFA

    Senior Vice President

    Private Wealth Advisor

    650.473.2042

    650.473.2042

    suzanne_killea@ml.com

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