top of page

MENU

  • LinkedIn
  • Facebook
  • Instagram
  • Twitter

Waugh McDonald

Insights

Mission

Our practice

We help individuals and families create and manage family wealth legacies.  

 

We understand 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.  

  

Our advice process is the culmination of decades of international experience in private wealth, and is informed by leading evidence-based practices, with the goal of creating effective outcomes firmly grounded on research and evidence. 

  

Our work provides our clients with expert knowledge, skills and resources through a unique multidisciplinary approach and highly personalised long-term relationships.  

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.

bottom of page