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TRUSTED EXPERTS IN BUILDING, MANAGING AND PRESERVING WEALTH
Waugh McDonald offer strategic guidance and administrative support to high-net-worth individuals and families, navigating the complex dynamics of wealth with a holistic approach. Our comprehensive services extend beyond traditional financial management, encompassing family wealth planning, asset stewardship, and empowering the next generation.
Our Services: Designed for Your Financial Journey
We deliver our range of bespoke wealth management solutions tailored specifically for your family's unique needs. From holistic family advisory to comprehensive family office services, and investment planning and management, we are ready to help you. Our expertise ensures not just the safeguarding of your legacy but its continued growth and flourishing. You can trust us to guide you towards your family's financial future.
Family Advisory
Our role as family advisors is to work with families to help improve their family system, making the transformations necessary to build a healthy system that creates an environment for individuals, the family and their wealth to thrive.
Family Office
We are experienced at advising families on the establishment and set up of their family office, and often are responsible for the implementation, management, and operations of their family office.
Financial Planning
We are professionally trained and qualified to help you plan for your future, and to implement and manage that planning, bringing many years of experience delivering a holistic financial life planning approach to helping you plan for your future.
Legacy
Anything, tangible or intangible, handed down from the past whether transmitted by or received from an ancestor or predecessor.
Stewardship
A responsibility to pass on the same or greater amount of wealth and capital to the next generation.
Legacy and Stewardship
Emphasis on legacy and stewardship is ingrained in the fabric of our practice identity. These principles are the foundation of our approach to managing generational family wealth.
Extraordinary Service and Independent Advice
We pride ourselves on our reputation for delivering extraordinary service and independent advice. Our team aims to consistently surpass expectations. We are dedicated to providing unparalleled support and high-quality guidance to help you navigate the complexities of wealth management with confidence and success.
The Pillars of Your Journey: Communication, Governance, Succession
As family wealth advisors, we collaborate with families to enhance their family dynamics, facilitating the evolution needed to prepare for success across generations. Our goal is to foster an environment where individuals, the family unit, and their wealth can flourish harmoniously.
Insights
Drawing upon extensive industry experience and expertise, we offer insights into the complexities of wealth management, legacy planning, and investment management. .
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