Managing Real Estate’s Next Wave of Change

by admin on September 17, 2018

An Economic Cycle Within Its Own – The Looming “Silver Tsunami”

No matter which way the economic wind blows, one fact is irrefutable: America’s aging population is poised to influence the real estate sector as it transitions trillions in real estate wealth to its heirs.

The impact of the “Silver Tsunami” is poised to impact all asset classes as families and businesses grapple with this unprecedented transfer from America’s “wealth acquiring” generation. Complex issues of ownership, control, management and disposition loom ahead… and nobody wants to go to court.

DWC is now providing confidential leadership in the process of legacy asset management, working hand-in-hand with existing advisory teams of legal, financial and trust professionals to maximize value of real estate portfolios for the future generations. We are currently assisting some of the region’s most prominent families to collate the aspirations of all stakeholders with the assets of its real estate portfolios.

“Having a steady hand to navigate the transition and to manage the new business plan is imperative for the future recipient generations,”  notes John Morrell, President of DWC,  “Using DWC’s deep history in all asset classes of real estate and associated operating entities provides great value to our clients.”

To discuss how DWC Legacy Asset Management might assist you or your clients, please contact John Morrell at (619) 906-4330.

September Events

by admin on August 29, 2018

North County Estate Planning Council (NCEPC) – September 4
NCEPC is holding its monthly meeting in Rancho Santa Fe, California.  This month’s meeting is focusing on “De-Mystifying Life Insurance and Moving Beyond the Basics of Coverage.” Douglas Wilson and John Morrell will be attending.

San Diego Bankruptcy Forum (SDBF) – September 6
SDBF is sponsoring their Annual Mediation Program and Legal Aid Clinic Appreciation Awards Ceremony at the Westgate Hotel in San Diego, California. Douglas Wilson, John Morrell and Nicholas Wilson will be attending this event.

University Club’s Distinguished Speaker Series – September 7
Douglas Wilson and John Morrell will be speaking at the Distinguished Speaker Series at the University Club in San Diego, California.  Their subject will be Legacy Asset Management of the upcoming transition of wealth to the next generation due to retiring Baby Boomers.

California Receivers Forum (CRF) – September 13
CRF is hosting another lunchtime seminar on Receiverships 101 at the law firm of Snell & Wilmer in Costa Mesa, California. Douglas Wilson and Nicholas Wilson will be attending.

August Events

by admin on August 1, 2018

San Diego Business Journal (SDBJ) – August 14
SDBJ is hosting their annual “40 Under 40” awards of which Nicholas Wilson is a finalist!  The event will be at the Westin Gaslamp Hotel in San Diego, California.

Douglas Wilson Companies (DWC) is excited to announce expansion of our corporate team! We are seeking a highly qualified, dynamic individual to join us as a Business Development Manager.

Click here to review official position post

ABOUT THE POSITION

The Business Development Manager will foster current and potential relationships, focusing on pursuing and securing new national business for all divisions within Douglas Wilson Companies. The firm is looking for a high-energy, polished individual exhibiting a proven track record, with a minimum of five years sales/business development experience. This person will build market awareness of DWC through participation in industry events and professional organizations. Working directly with the executive team, this person will form strategic account planning, growth strategies and tracking mechanisms.

QUALIFICATIONS

  • 5-10 years sales, marketing and business development experience
  • Excellent communication skills – both verbal and written
  • Internally motivated and driven to succeed
  • Possess attention to detail
  • Capable of multitasking
  • Experienced at interpreting research data for marketing purposes
  • Professional Service Firm experience
  • Ability to perform nationwide travel
  • Based in California or one of the company’s regional offices

Please direct all inquiries and submittals to: nwilson@douglaswilson.com

July Events

July 1, 2018

North County Estate Planning Council (NCEPC) – July 3 NCEPC held its monthly meeting in Rancho Santa Fe, California.  This meeting focused on everything you wanted to know about Social Security and Medicare. John Morrell attended. California Receivers Forum (CRF) – July 16 CRF is sponsoring a luncheon concerning the “Rock Paper & Scissors of […]

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June Events

June 1, 2018

North County Estate Planning Council (NCEPC) – June 5 NCEPC held its monthly meeting in Rancho Santa Fe, California.  This month’s meeting featured a three-part panel discussing the Unique World of Real Estate, Family Business and Succession Planning where Douglas Wilson and John Morrell represented the Real Estate portion of the program.  JoAnne Norton, Ed.D. […]

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Spring 2018 Newsletter

May 31, 2018
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In Real Estate- Rich California, Wealth Transfer Issues Loom

May 31, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. HOW DO YOU TRANSITION YOUR ASSETS? Trillions in real estate legacy wealth, are now in play, as the baby boom population ages out of its “wealth accumulation” phase into its “wealth transition“ process. DWC is now assisting some of California’s most […]

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White-Collar Crime Thrives On A Frothy Economy

May 31, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. Scams & frauds tend to flourish during good times. Returns flow in nicely, camouflaged by overall economic prosperity, soaring markets & record realestate values. Red flags may go unnoticed until it’s too late. Since 1990, DWC has untangled a number of […]

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Focus On Expanding Our Advisory Services Platform

May 30, 2018

This article is featured in the Spring 2018 Newsletter. To view the full newsletter click here. With DWC’s long heritage working on complex real estate matters on a national basis, the current focus to expand our advisory services platform is a natural evolution for the firm. Our clients have varied over the years and have included family […]

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