--- title: "About Us" description: "Your Partners in Wealth and Legacy Family is at the heart of everything we do. Brothers Sam and Will Mackay understand that true wealth is measured not just in numbers, but in the values, security and opportunities passed from one generation to the next. With over 30 years’ combined experience and more than seven years’ […]" url: "https://mackayprivate.com/about-us/" date_modified: "2026-09-08T10:02:34+10:00" --- # Your Partners in Wealth and Legacy --- ![Mackay Private Wealth HR-5](https://mackayprivate.com/wp-content/uploads/2025/07/Mackay-Private-Wealth-HR-5-scaled.jpg) ## Family is at the heart of everything we do. Brothers Sam and Will Mackay understand that true wealth is measured not just in numbers, but in the values, security and opportunities passed from one generation to the next. With over 30 years’ combined experience and more than seven years’ dedicated tertiary study each, they have built a practice grounded in education, ethics and care. When you work with Sam and Will, it’s their family standing shoulder to shoulder with yours – protecting today, planning for tomorrow, and building a legacy that lasts for generations. --- ### [Sam Mackay](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE2ODkiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) #### [Principal Adviser](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE2ODkiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) Sam’s extensive experience with leading financial institutions has shaped his advanced skills in advising clients. ## Read more ![Sam Mackay - Principal Adviser](https://mackayprivate.com/wp-content/uploads/2025/07/hr-2.png) ### [Will Mackay](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE2NjAiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) #### [Principal Adviser](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE2NjAiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) Starting his career during the Global Financial Crisis, Will witnessed firsthand the lessons of resilience and discipline. ## Read more ![Will Mackay - Principal Adviser](https://mackayprivate.com/wp-content/uploads/2025/07/hr-1.png) ### [Richard Grimshaw](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6Ijc1MDEiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) #### [Financial Adviser](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6Ijc1MDEiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) With more than 25 years’ experience across banking and private wealth, Richard brings disciplined portfolio management and clear, comprehensive advice to high net worth clients. ## Read more ![Richard Grimshaw - Financial Adviser](https://mackayprivate.com/wp-content/uploads/2025/10/richard-large.png) --- ## Read Market Insights, Updates & Quarterly Reports. ## Loop Grid ## ## [ Quarterly Investment Report Quarterly Investment Report – October 2026 The Rising Cost of Growth Share markets had a choppy end to the September quarter, as rising interest rates, higher energy prices and global tensions weighed on sentiment. Read more ](https://mackayprivate.com/quarterly-investment-report-october-2026/) ## ## [ Investment Insights Investment Insights – October 2026 Investment Insights – October 2026 We’re pleased to share the latest edition of our Investment Insights report, highlighting the key trends shaping markets and portfolios. Read more ](https://mackayprivate.com/investment-insights-october-2026-pdf/) ## ## [ Investment Insights Investment Insights – September 2026 Investment Insights – September 2026 We’re pleased to share the latest edition of our Investment Insights report, highlighting the key trends shaping markets and portfolios. Read more ](https://mackayprivate.com/investment-insights-september-2026/) ## ## [ Investment Insights Investment Insights – August 2026 Investment Insights – August 2026 We’re pleased to share the latest edition of our Investment Insights report, highlighting the key trends shaping markets and portfolios. Read more ](https://mackayprivate.com/investment-insights-august-2026/) --- ## Our Values Guide Us Our family-based values are the quiet principles behind every decision we make. These foundations guide how we serve clients, how we think about legacy, and how we build enduring relationships that span generations. ![Group (11)](https://mackayprivate.com/wp-content/uploads/2025/07/Group-11.svg) ### Longevity We help you build and protect multi-generational wealth, with foresight, structure, and purpose. ![Group (10)](https://mackayprivate.com/wp-content/uploads/2025/07/Group-10.svg) ### Integrity Your interests come first. Our transparent and aligned approach ensures clarity, trust, and accountability in every decision. ![Group (9)](https://mackayprivate.com/wp-content/uploads/2025/07/Group-9.svg) ### Bespoke Care Your goals, values, and legacy are unlike anyone else’s – and so is our advice. ![Group (8)](https://mackayprivate.com/wp-content/uploads/2025/07/Group-8.svg) ### Stability Family-owned and led by twin brothers, we offer consistency and long-term commitment that transcends market cycles. ![Group (7)](https://mackayprivate.com/wp-content/uploads/2025/07/Group-7.svg) ### Exclusivity We intentionally work with a limited number of clients to provide unmatched attention and preserve the integrity of our high-touch model. --- ## Meet Our Independent Advisory Board The role of the Mackay Private Advisory Board is simple – to enhance our strategic thinking, deepen our perspective, and ensure our advice reflects global best practice. While you’ll always work directly with our founders, the insights of our board are embedded in everything we do, giving you a depth of thinking few boutique firms can match. ### [Jamie Nicol](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE3MTIiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) Advisory Board Member ## Read more ![Jamie Nicol - Advisory Board Member](https://mackayprivate.com/wp-content/uploads/2025/06/f21d8234-d5c4-4a12-ae53-77cb8f9f9e2a_removalai_preview.png) ### [Daryl Wilson](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE3MzQiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) Advisory Board Member ## Read more ![Daryl Wilson - Advisory Board Member](https://mackayprivate.com/wp-content/uploads/2025/06/72ceae83-ef3e-4e9b-ad76-0df09d0941de_removalai_preview.png) ### [Aaron Lewis](#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjE3MzciLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D) Advisory Board Member ## Read more ![Aaron Lewis - Aaron Lewis](https://mackayprivate.com/wp-content/uploads/2026/01/Aaron-lewis-profile.png)