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Insights

Mission

Our practice

Richard Waugh and John McDonald set up Waugh McDonald in 2015 recognising that creating meaningful success with wealth is a complex challenge that requires independent, trusted and high-quality strategic advice and planning, operational support and execution, all focused on the best interests of the individuals and families we serve. 

Family Advisory

​Succeeding as a legacy family over multiple generations is a challenge few families manage well.

Family Office

We help families to define their vision for and understand what their requirements and expectations are from their family office.

Financial Planning

Succeeding as a legacy family over multiple generations is a challenge few families manage well.

Investment Management

Our investment management approach evolved through decades of experience of investment advice for private wealth.

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