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Insights That Matter

We cut through the noise to bring you clear, relevant perspectives on markets, planning, and legacy.

Market updates

Wealth planning tips

Family governance insights

Behavioural finance and decision-making

Explore our handpicked insights, a reflection of our vast expertise in wealth management, offering you a lens into prevailing trends and informed perspectives for your financial voyage.

The Truth About Wealth

The Truth About Wealth 

Cutting Through the Noise

Cutting Through the Noise

Turning Wealth into Legacy: A Strategy for Families Who Think Long-Term

Turning Wealth into Legacy: A Strategy for Families Who Think Long-Term

Resilience Through Structure: Why We Recommend Waugh McDonald Investment Accounts

Resilience Through Structure: Why We Recommend Waugh McDonald Investment Accounts

Why Global Families Are Choosing Independent Wealth Advisors: A Perspective from Waugh McDonald

Why Global Families Are Choosing Independent Wealth Advisors: A Perspective from Waugh McDonald

Offshore Bonds: A Modern Structure for Cross-Border, Multigenerational Wealth

Offshore Bonds: A Modern Structure for Cross-Border, Multigenerational Wealth

Exploring the Three Pillars of Family Governance

Exploring the Three Pillars of Family Governance

Beyond Structure: Evolving Family Governance for a Global Generation
Insights from Waugh McDonald Private Office

Beyond Structure: Evolving Family Governance for a Global Generation
Insights from Waugh McDonald Private Office

Kenya’s Fiscal Crossroads: Why Global Diversification Still Matters

Kenya’s Fiscal Crossroads: Why Global Diversification Still Matters

From Complexity to Coherence: Stewardship in a Changing World
Inspired by a recent reflection on EarthforAll and Jay Hughes’ Five Capitals

From Complexity to Coherence: Stewardship in a Changing World
Inspired by a recent reflection on EarthforAll and Jay Hughes’ Five Capitals

Powerful Strategies and Perspectives from Morningstar UK 2025

Powerful Strategies and Perspectives from Morningstar UK 2025

Q1 2025 Quarterly Market Commentary

Q1 2025 Quarterly Market Commentary

The Power of Long-Term Investing: Overcoming Emotional Reactions to Tariff News

The Power of Long-Term Investing: Overcoming Emotional Reactions to Tariff News

Navigating the 2025 investment landscape: Insights from Morningstar's global market outlook

Navigating the 2025 investment landscape: Insights from Morningstar's global market outlook

Cash runway: An effective strategy for income-dependent portfolios

Cash runway: An effective strategy for income-dependent portfolios

Balancing liquid and illiquid assets: A crucial strategy for Kenyan enterprising families

Balancing liquid and illiquid assets: A crucial strategy for Kenyan enterprising families

The power of scheduled investment reviews

The power of scheduled investment reviews

Sponsorship and Mentorship at Wajukuu Kids Club

Sponsorship and Mentorship at Wajukuu Kids Club

Wealth 3.0: The Future of Family Wealth Advising

Wealth 3.0: The Future of Family Wealth Advising

Mastering behavioural finance: Your key to navigating volatile markets

Mastering behavioural finance: Your key to navigating volatile markets

Waugh McDonald Wealth Management recognised as Most Trusted International Wealth Planning Firm 2024 – Kenya

Shifting a patriarch’s leadership approach for future success

Shifting a patriarch’s leadership approach for future success

Navigating the influence of wealth on family dynamics: Balancing expectations

Navigating the influence of wealth on family dynamics: Balancing expectations

Congratulations, John, on achieving Family Firm Institute Global Education Network (GEN) Dual Certificate Graduation!

Congratulations, John, on achieving Family Firm Institute Global Education Network (GEN) Dual Certificate Graduation!

Illuminate Your Path: Discover Wealth Insights Today

Taking the next step can be the difference between preserving a legacy and truly enhancing it. Partner with us to craft a tailored strategy that stands the test of time. Your future, amplified. Connect now.

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