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 - January 7, 2020

• Consumer Confidence Dips - According to The Conference Board, U.S. consumer confidence “dipped slightly” in December. The metric came in at 126.5 for the month, down from 126.8 in November.

• Oil Prices Rising - Oil prices rose over 1% on Monday, pushing Brent above $70 a barrel.

• Gold Highest in 7 Years - Global investors are going into safe haven assets as fallout continues from the U.S. killing of Iran’s top general, Qasem Soleimani.

Financial and Economic Brief - December 3, 2019

• Moderate Growth in Q3 - The U.S. economy grew at a moderate 2.1% rate over the summer, slightly faster than first estimated.

• OPEC to Deepen Cuts - OPEC and its allies plan to deepen oil cuts and have the deal in place so it runs at least until June 2020.

• Tariff Threat Renewed - President Trump announced that the U.S. will “restore” steel and aluminum tariffs on Brazil and Argentina, citing a “massive devaluation of their currencies.”

Financial and Economic Brief - November 5, 2019

• Consumer Confidence “Dips” - U.S. consumer confidence fell slightly in Oct. to 125.9 from a Sept. reading of 126.3 as worries over business conditions & employment prospects rose.

• Gannett and New Media Investment Group - Gannett reported its 3rd quarter earnings noting a continued decline in overall revenue but pointed to an increase in its marketing services & digital subscriptions.

• U.S.-China Trade Optimism - Technology stocks pushed the 3 main indexes to record highs, as hopes of a U.S.-China trade deal & an improving domestic economy raised risk appetite.

Financial and Economic Brief - October 8, 2019

• Unemployment Rate Falls - Unemployment hit a 50-yr. low in September even though nonfarm payrolls rose by just 136,000 as the economy nears full employment.

• Impeachment and the Stock Market - The launch of an impeachment inquiry into President Trump tosses another wild card into a volatile stock market.

• Trade Talks Underway - U.S. & Chinese deputy trade negotiators launched a new round of talks on Monday aimed at resolving the 15-mo. trade war, with neither side showing any signs of giving ground.

Financial and Economic Brief - September 4, 2019

• Recent Jobless Claims Fall - Initial claims for state unemployment benefits dropped to 209,000 for the week ended August 17, 2019, falling sharply from the week before.

• Brexit Crisis Still Uncertain - British lawmakers will try to stop Boris Johnson from pursuing what they cast as a “calamitous no-deal Brexit”.

• New Wave of Tariffs in Trade War - The new tariffs are a sharp escalation in the trade war, and could cost U.S. households $800 a year.

Financial and Economic Brief - August 6, 2019

• Economy is Steady - The economy added 164,000 nonfarm payrolls in July, as expected. Wages rose 0.3% in July, or 3.2% year over year.

• Yuan Falls - The yuan fell 1.4% which breached the key 7-per-dollar level for the first time since 2008.

• HSBC CEO Out - HSBC chief John Flint is stepping down after less than two years on the job.