Serious wealth deserves serious thinking
Independent, planning-led wealth advice for globally connected individuals and families with ties to Kenya.
We design disciplined decision-making around wealth.
We do not start with products, performance or predictions. We start with planning, structure and behaviour.
Who we work with
We typically work with individuals and families who:
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Have built or inherited meaningful wealth and want to steward it responsibly
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Are exposed to more than one jurisdiction
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Value clarity and discipline over excitement
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Are willing to think long-term, even when markets do not
You do not need to have everything figured out. You do need to be open to advice that is structured, rigorous and honest.
Our approach is not suited to those seeking short-term answers or constant tactical change.
Our approach
Most firms manage money. We design decision-making frameworks around money.
Our work integrates goals-based planning, cashflow modelling and investment governance into a single, coherent process. This helps clients slow decisions down, filter out noise and act with confidence even when conditions are uncertain.
Investment outcomes matter. Behaviour matters more. Structure matters most.
How we work
We work with a deliberately limited number of clients so we can remain independent, engaged, and accountable.
Every relationship begins with understanding the full picture, not just the balance sheet. We define goals, model cashflow over time and test decisions before capital is committed.
Our role is not to predict the future. It is to support consistently good decision making across it.
Serious wealth deserves serious thinking
Independent, planning led wealth advice for globally connected individuals and families with ties to Kenya
At Waugh McDonald, we help clients make better decisions about wealth over long periods of time.
We do not start with products, performance or predictions. We start with planning, structure and behaviour. Our work is planning led and long-term by design.
Recognised for integrity and ethical excellence
