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

Request Information

Please let us know how we can serve you.




News Updates

Financial and Economic Brief - August 15, 2017

• Eurozone Industrial Output Down - According to the Eurostat statistics agency, industrial output across the 19 countries that make up the eurozone fell in June, likely illustrating the “export-sapping” impact of the rising euro.

• Consumer Prices Rise Less Than Expected - According to the U.S. Labor Department, U.S. consumer prices rose less than expected in July rising only 0.1%.

• All S&P Sectors Higher - Wall Street opened higher today, all 11 major S&P sectors, as investor sentiment was lifted by easing tensions in the Korean peninsula.

Financial and Economic Brief - August 8, 2017

• Economic Reporting Outlook - The latest reading on inflation is due out this week. It has been “persistently weak” in recent months.

• Positive Jobs Report - According to a government report, the U.S. economy added 209,000 jobs in July while the unemployment rate fell to 4.3%, the lowest since March 2001.

• Dow at Record High - On Monday, the Dow hit another record high, the Nasdaq opened “slightly” higher, and the S&P was even.

Financial and Economic Brief - August 1, 2017

• Discovery To Acquire Scripps - Discovery Communications reached a deal to acquire Scripps Networks for about $11.9 billion.

• SNAP Shares Fall - Today as markets open, shares of Snap Inc. owner of the Snapchat messaging app fell as much as 5% to a new low, below its initial public offering price, as a "share lock up" ended.

• Fischer: Weal Economy = Low Rates - The Fed's vice chairman Stanley Fischer said in a speech that interest rates aren't just low because the Federal Reserve is keeping them there but rather because of a weak economy and other factors.

Financial and Economic Brief - July 25, 2017

• Economic Outlook Looking Better - According to the Conference Board, leading economic indicators increased 0.6% in June, beating expectations which were for a 0.4% gain.

• This Week’s Economic Releases - This week’s economic reports will reveal whether growth accelerated in Q2 after a slow start to 2017.

• OPEC Caps Nigerian Oil Output - OPEC has agreed with several non-OPEC producers led by Russia to cut oil production by a combined 1.8 million barrels per day from January 2017 until the end of March 2018.

Financial and Economic Brief - July 18, 2017

• NY Manufacturing Slows - Manufacturing in New York State grew in July but at a much slower pace than June and remains at a “mostly healthy level”.

• This Week’s Financial News - This week is an “unusually” light week of economic news but does include the kickoff of the second-quarter earnings season.

• Wall Street Opens Flat - Today U.S. stocks opened flat and held steady at record levels. Analysts estimate Q2 earnings for the S&P 500 companies rose 8.1% from Q2 2016.

Financial and Economic Brief - July 11, 2017

• Job Market Better Than Expected - The U.S. job market created 222,000 new positions in June which was higher than expected and the unemployment rate held at 4.4%.

• More Sears and Kmart Closings - On Friday Sears Holdings announced that it will close eight Sears department stores and 35 Kmart locations, adding to the list of 236 stores Sears has closed in 2017

• Steel Demand Forecast Rises - European steel association, Eurofer, raised its 2017 EU steel demand forecast but said a U.S. plan to levy steel tariffs on national security grounds could be terrible for global trade flows.