FAMILY WEALTH
Family wealth is not self-perpetuating, and without careful planning and stewardship, hard earned wealth is easily lost and is almost inevitable without careful planning and stewardship.
Owning, managing, and nurturing significant wealth involves hard work, discipline, and engagement, in increasingly turbulent times managing wealth well is an essential skill for families.
Every family is unique and the service we deliver to you will be bespoke to your family’s requirements, the wisdom and knowledge we bring with our holistic approach to your family and your wealth has been acquired through years of experience.
We understand the ingredients and practices that create long-term success and help you put these in place. There are several elements of strategic thinking that make up a step-by-step approach to our model, and our principled approach takes into account factors beyond just financial.
FAMILY WEALTH
Family wealth is not self-perpetuating, and without careful planning and stewardship, hard earned wealth is easily lost and is almost inevitable without careful planning and stewardship.
Owning, managing, and nurturing significant wealth involves hard work, discipline, and engagement, in increasingly turbulent times managing wealth well is an essential skill for families.
Every family is unique and the service we deliver to you will be bespoke to your family’s requirements, the wisdom and knowledge we bring with our holistic approach to your family and your wealth has been acquired through years of experience.
We understand the ingredients and practices that create long-term success and help you put these in place. There are several elements of strategic thinking that make up a step-by-step approach to our model, and our principled approach takes into account factors beyond just financial.
WEALTH MATTERS
Our philosophy of wealth is aligned with the old English definition of wealth; the old English word "weal" which means "wealth, welfare, and wellbeing".
As your trusted advisor our duty is to help you to define what is truly important in your life, and assist you developing and managing a financial plan and system of family wealth management that optimises your financial capital whilst fostering true wealth.
OUR COVENANT
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We take a conservative approach to business and advice
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We are private, discreet, and confidential
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We understand what it is to have a duty to cater for the complete needs of our clients
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We provide face-to-face bona fide wealth management advice our clients can trust
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We are clear and transparent about our fees with no hidden or oblique charging structures
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We have the resources, people and expertise to provide a world-class service
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We are professionally qualified, and our recommendations are made on a 'best advice' basis
A COMPREHENSIVE AND BALANCED APPROACH
CONTACT US
our address
3rd Floor
Fedha Plaza
Mpaka Road
Westlands
Nairobi
Kenya
P.O. Box 66125 - 00800
Tel: +254 (0)759 704523
Email: info@waughmcdonald.co.ke
Website: waughmcdonald.co.ke