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.

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HELPING INDIVIDUALS AND FAMILIES LIVE WELL WITH WEALTH

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 adviser 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.

A COMPREHENSIVE AND BALANCED APPROACH

OUR COVENANT

We take a conservative approach to business and advice

We are private, discreet, and confidential

We understand what it is to have a duty to cater for the complete needs of our clients

We provide face-to-face bona fide wealth management advice our clients can trust

We are clear and transparent about our fees with no hidden or oblique charging structures

We have the resources, people and expertise to provide a world-class service

We are professionally qualified, and our recommendations are made on a 'best advice' basis

CONTACT US

our address

6th Floor

West End Towers

Waiyaki Way

Westlands

Nairobi

Kenya

P.O. Box 1896 - 00606

Tel: +254 (0)20 421 4211

Email: info@waughmcdonald.co.ke

Website: waughmcdonald.co.ke