Multi Family Office

Wealth Planners

Wealth Planners is a multi-family office headquartered in Cape Town, South Africa. Founded in 2009 by financial-services entrepreneur Keith McDonald, the firm manages intergenerational capital for affluent South African families, providing discretionary...

Wealth Planners

Wealth Planners is a multi-family office headquartered in Cape Town, South Africa. Founded in 2009 by financial-services entrepreneur Keith McDonald, the firm manages intergenerational capital for affluent South African families, providing discretionary portfolio management, tax and estate planning, and philanthropic advisory. Its investment discipline favors diversified, long-term allocations across public markets, private equity, and hedge funds to preserve and grow client wealth.

General information

Firm type

Multi Family Office

Year founded

—

AUM

—

Location

Region

Africa

Country

—

City

Cape Town

Corporate office

—

Frequently asked questions

What is Wealth Planners?

Wealth Planners is a multi family office headquartered in Cape Town.

Where is Wealth Planners headquartered?

Wealth Planners is headquartered in Cape Town, in the Africa region.

What does Altss track for Wealth Planners?

Altss maintains an OSINT-verified profile of Wealth Planners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Wealth Planners?

Wealth Planners is classified by Altss as a Multi Family Office within the Africa region.

How does Altss source intelligence on Wealth Planners?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Wealth Planners?

Wealth Planners's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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