Waugh Mcdonald

Clarity. Confidence. Legacy. We are an independent wealth advisory firm serving affluent and wealthy individuals and families with ties to Kenya and beyond. Our clients include successful entrepreneurs, family business leaders, and multi-generational families seeking clarity, structure, and long-term partnership in managing their wealth. As Morningstar Wealth’s inaugural strategic partner in Africa, we combine global investment expertise with deep local insight. Our team holds globally recognised credentials including Chartered MCSI, CFWA, and CFBA and brings decades of experience in cross-border structuring, family governance, and holistic financial planning. We specialise in: • Goal-based financial planning • Multi-jurisdictional wealth structuring • Family office and succession planning • Values-aligned portfolios • Transparent, personalised service With custody in Jersey and partnerships across leading international finance centres, we deliver secure, disciplined, and globally integrated solutions tailored to your life and legacy. We provide expert advice on structuring and managing wealth, providing a virtual family office service built on developing a lasting relationship, a bespoke solution, our specialised expertise and a responsive service. As an independently owned firm we have the freedom to offer our clients objective advice based on impartial analysis, and our clients benefit from access to our global network of experts, including senior investment bankers, international trust lawyers and leading investment specialists.