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 - February 7, 2018

• December Trade Deficit Increased - The U.S. trade deficit increased 5.3% to $53.1 billion, the highest level since October 2008.

• Machines Making Trading Decisions - Wall Street's recent 1,175 drop wasn’t driven by nervous portfolio managers or any other human traders.

• UK Single Market Access in Question - The European Union (EU) wants the power to restrict UK access to the single market during a transition period after Britain leaves the bloc, if it violates agreed upon rules.

Financial and Economic Brief - January 30, 2018

• Increase in Spending, Decrease in Savings - U.S. consumer spending rose 0.4% in December as demand for goods and services increased, but savings dropped to a 10-year low.

• Dr. Pepper Snapple and Keurig Green Mountain Merger - Dr. Pepper Snapple Group and Keurig Green Mountain plan to merge in a deal that creates a beverage giant, with roughly $11 billion in pro forma combined.

• Wall Street Down at Opening - Wall Street fell on Monday from record levels last week, weighed down by a 1.42% drop in Apple shares after a report said it would make fewer iPhone Xs.

Financial and Economic Brief - January 23, 2018

• Global Growth Forecasts - The International Monetary Fund (IMF) has revised global growth forecasts for 2018 and 2019 higher by 0.2 percentage points to 3.9%.

• Q4 2017 Growth - Economists say that the economy “quite possibly” grew at a better than 3% annual pace in Q4, as it did in the both Q2 and Q3.

• Stocks Stay Even - World stocks and U.S. bond markets “shrugged off” a government shutdown in Washington, the dollar fell near three-year lows, and the euro resumed its strong start in 2018.

Financial and Economic Brief - January 16, 2018

• Strong Holiday Sales - According to the National Retail Federation, holiday sales rose 5.5% compared to last year, marking the largest jump since the end of the Great Recession.

• Wells Fargo Shares Lower - Shares of Wells Fargo fell after reporting a mixed performance for Q4 2017. They reported revenue of $22.05 billion, which was below the $22.64 billion forecast of financial analysts.

• Consumer Prices Increase - U.S. consumer prices recorded their largest increase in 11 months in December at 0.3%, on gains in the cost of rental accommodations and healthcare.