Wealth Transfer

What should the impact of your success be?

Studies show that as we enter the later decades of life, two questions become increasingly absorbing to nearly everyone.

Looking back, we will ask ourselves, "What did my accomplishments mean?" And looking forward, we will want to know, "What legacy will live beyond me?" Your faith can lead you to the best answer to the first question. Our firm can help you with the second.

What can your legacy of success achieve?

  • You can help establish the foundation of your family's financial future.
  • You can help preserve the value of your family capital for future generations.
  • You can potentially share your prosperity with the larger community for the common good.
  • You can help perpetuate the values you have learned through stewardship.

The alternatives to any of these goals are hardly thinkable. Your legacy eroded by taxes to a fraction of its value; philanthropic plans undermined; family security, harmony, and values challenged; the government making your legacy decisions for you.

Everyone has an estate plan but how effectively does it...

  • Assure your multigenerational assets reach the right people, at the right time, and in the right manner?
  • Integrate your family values and personal philosophies with financial, legal, and tax strategies?
  • Increase the long term value and control of family and business assets?
  • Support your deepest beliefs about sharing success with others?

Let's discuss your goals and your decisions and expand your opportunities to help...

  • Minimize tax erosion on multigenerational wealth.
  • Manage your family legacy.
  • Establish your charitable legacy.
  • Fund your retirement income or your second career.
  • Support higher education for children and grandchildren.
  • Prepare for future medical and long term care costs.
  • Protect against business contingencies.
  • Establish financial independence apart from your business or career.
  • Execute planned business ownership transitions.

Recognizing the sophistication of our client base, financial services institutions welcome our client advocacy in product development, design, underwriting, and administration services to support your wealth transfer plan. They meet our high standards with dedicated resources and responsive systems to help make sure every element of your plan is regularly monitored, measured, and modified to take control of change.

Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - May 15, 2018

• Consumer Sentiment Steady - Consumer attitudes about the economy hit 98.8 in a May reading, higher than the 98.5 expected by a survey of Reuters economists.

• Trade Tensions Ease - Wall Street indexes rose, helped by advances in technology stocks after President Trump “softened” his stance on Chinese technology company ZTE Corp.

• Sony Buying Stake in Peanuts Holdings - Japanese electronics maker Sony Corp.’s music unit announced that it is buying a stake in Peanuts Holdings, the company behind Snoopy and Charlie Brown.

Financial and Economic Brief - May 8, 2018

• Low Unemployment Warning - April’s solid job growth, with 164,000 jobs added, and low 3.9% unemployment rate are positive signs for the economy, but sluggish productivity growth and lukewarm wage growth at 0.1% raise red flags.

• Nestle, Starbucks Strike a Deal - In a $7 billion deal, Nestlé is buying the rights to market, sell and distribute Starbucks packaged coffee and tea around the world.

• Oil Breaks $70 - Oil prices hit their highest since late 2014, driven by an economic crisis in Venezuela threatening to further hinder its production and exports and worries that the U.S. could re-impose sanctions on Iran.

Financial and Economic Brief - May 1, 2018

• Annual Inflation and Consumer Spending Rise - Consumer prices rose 2% year-on-year in March, with a measure of underlying inflation rising to near the Federal Reserve’s 2% target.

• T-Mobile, Sprint Merger - T-Mobile and Sprint are combining in a deal that would create a bigger No. 3 cellular carrier in the U.S.

• Wall Street Rises on Strong Earnings - U.S. stocks rose on Monday due to strong earnings reports & several merger announcements, while inflation concerns were kept “in check” after lukewarm data on U.S. income & spending.

Financial and Economic Brief - April 24, 2018

• 10-Year Yield Reaching Higher - The U.S. 10-year Treasury yield could hit the 3 percent threshold — a level deemed “worrying” by investors.

• Wells Fargo Fines - Federal regulators are close to fining Wells Fargo $1 billion for forcing customers into car insurance and charging mortgage borrowers unfair fees.

• Existing Home Sales Rise - The National Association of Realtors said that existing home sales rose 1.1 percent to a seasonally adjusted annual rate of 5.60 million units last month.

Financial and Economic Brief - April 10, 2018

• Dow Volatility Continues - The new normal on Wall Street is about “wild fluctuations, mammoth moves and rapid-fire price reversals”.

• Gradual Rate Hikes, Appropriate - Federal Reserve President Charles Evans, said that he is “optimistic” inflation will reach the Fed’s 2% goal and that slow, gradual rate increases will be appropriate.

• Russia’s Ruble Falls - Russia’s ruble experienced its biggest one-day fall for over two years on Monday and stocks in major Russian companies also slid, as investors reacted to a new round of U.S. sanctions.