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 8, 2018

• Job Creation Hot in December - Job creation surged by 312,000 in December though the unemployment rate rose to 3.9%.

• A New Exchange, MEMX - Morgan Stanley, Fidelity Investments, Citadel Securities & a group of other financial companies have agreed to jointly launch a new low-cost “bourse” that will compete with the NYSE & Nasdaq.

• Eli Lilly to Buy Loxo Oncology - Eli Lilly and Co. announced Monday it will acquire Loxo Oncology for about $8 billion in cash.

Financial and Economic Brief - December 4, 2018

• Trade Agreement Truce - Markets rallied on news that President Donald Trump and Chinese President Xi Jinping, had reached a “truce” in the trade battle.

• Car Sales Fall - Several carmakers including Ford, Honda and Toyota reported a drop in new car sales in the U.S. in November.

• Qtar Pulling Out of OPEC - The small, “gas-rich state” of Qatar said that it will leave OPEC on January 1 after nearly 60 years.

Financial and Economic Brief - November 6, 2018

• Wall Street’s Concerns about Jobs Report - A “near perfect” jobs report was delivered last week with more than 200,000 Americans per month finding jobs.

• Lowe’s Closing Underperforming Stores - In an announcement today, Lowe’s will close 51 underperforming stores in North America.

• Iranian Oil Sanctions Start - The U.S. reintroduced sanctions against Iranian oil while giving some of America’s closest allies exemptions that allow Tehran’s biggest customers to keep buying oil for now.

Financial and Economic Brief - October 4, 2018

• Economy Looks Good - Following Jerome Powell’s description of the U.S. economic outlook as “remarkably positive”, people are wondering how long this “rosy” period might last.

• Canada, Mexico, U.S. New Trade Deal - Canada has agreed to join the U.S. and Mexico in a trade deal that will replace NAFTA, according to officials.

• Honda Takes Stake in GM - Honda Motor Co will invest $2 billion & take a 5.7% stake in General Motors' Cruise self-driving vehicle unit, to jointly develop self-driving vehicles for deployment in ride services fleets around the world.

Financial and Economic Brief - September 4, 2018

• New NAFTA Deal without Canada? - The Canadian dollar fell against the U.S. dollar after President Trump said the U.S. and Mexico could move forward without Canada in a new NAFTA deal.

• China Lures Talent from Taiwan - A veteran engineer of one of Taiwan’s top-tier chipmakers took an offer from a Chinese state-backed chipmaker last year and now oversees a small team in eastern China.

• Tesla’s Stock Price Forecast Slashed - JP Morgan Chase cut its price target on Tesla, causing its shares to briefly tumble.