Private Wealth

Wealth shouldn’t be a burden. For decades, we have been a trusted partner to high-net-worth individuals and families, helping them to plan for the future.

No matter how complex your position, we’ll provide clarity to help simplify your decisions.

Here at HaysMac, we have the expertise to help you realise the opportunities that wealth can bring, whilst also providing advice and guidance to support your evolving professional needs. Our private wealth team is well known for having personable, approachable people, who excel at understanding your world – whether business or personal.

Beyond the technical challenges of tax, we know that our role is really about helping people do the best with their wealth and get the most from life.

You can trust HaysMac to find an approach with your name on it. 

Why HaysMac?

Achieving your aspirations is elating – but it can be daunting too 

We understand the markets, sectors and ecosystems in which you operate. Approaching an exit can take you into a new territory with unexpected challenges, away from the day-to-day business you know so well. But it’s a world we are extremely familiar with. We care about your personal wealth, and we’re on hand to support as and when that arrives.

Some clients look to reinvest immediately, launch another business or acquire high-value assets. Others are uncomfortable with the prospect of substantial wealth.

We help all our clients to find a sensible approach that works for them.

Private wealth in the round:

HaysMac is by your side along the full journey

Our role at HaysMac is to offer expert advice and guidance to help you achieve your objectives, whatever they may be. We have the skills and experience to manage the complexity that sits beneath private wealth, bringing you the reassurance and peace of mind to enjoy the fruits of your success.

We work with people at varying stages of their journey, whether they are looking for advice for wealth that has already been accumulated, or they want to plan for a life changing event.

Exiting a successful business

Amassing private wealth in business or commerce is a period of great accomplishment that also requires complex financial structuring. As you prepare to exit your enterprise, it’s wise to partner with a firm that is well equipped to deliver results.

We work with founders throughout the growth stage of their business, before helping them to structure for wealth in the lead up to exit. These long-standing relationships continue post-exit, as we help to manage, protect and grow wealth in real terms on a multigenerational basis.

It’s unusual to find specialist sector know-how at every level of an accountancy firm. We like being a bit different at HaysMac. Meet the team member who’s ready to talk shop.

Meet our team

Andrew Broome

Partner

Jon Dawson

Partner, Head of Sectors & Markets

Ian Cliffe

Partner

Trevor D’Sa

Partner

Key contact