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.
Waugh McDonald Foundation
Philanthropy can be a fundamental expression of personal and family values, and is often the best way to move family values into practice and a means for family members connect with important issues.
We work with clients to determine the most appropriate vehicle for family giving, and can become a long-term partner, working with you to shape your approach to philanthropy and develop a plan for strategic giving that also preserves your family’s wealth, as establishing a strategic, flexible and functional approach to philanthropy is an essential component for long-term family unity and legacy preservation.
Through Waugh McDonald Foundation we provide a platform for clients to donate and participate in a range of programs that we support and contribute to ourselves, providing convenient access to deeply worthwhile youth related causes through arts, education, and sports programs.