(619) 641-1141
[email protected]
ANTICIPATING A MASSIVE TRANSFER OF WEALTH

DWC Legacy Division

is prepared to help preempt complications in the form of real property asset management, repurpose, liquidation or allocation. Trillions of dollars will transition from the Baby Boomer generation to a related beneficiary or designated recipient over the next ten years and DWC is positioned to help this transition.

Legacy Asset Management & Transition of Wealth

In the United States alone, an estimated $59 trillion in assets will pass from Baby Boomers to adult children through 2061. At the peak, between 2031 and 2045, 10 percent of the total wealth in the United States will change hands every five years.  In response, Douglas Wilson Companies has expanded its services to help manage challenges presented by the biggest transfer of wealth in the nation’s history.

  • Assets are generally of significant value
  • Assets often held or owned for a substantial period
  • Many times assets are vulnerable to acrimony or other negative consequences
  • Assets carry various tax consequences resulting from transition
  • Assets have various complications associated with them

DWC LEGACY ASSET DIVISION - BY THE NUMBERS

59TIn Assets

will pass from Baby Boomers to adult children through 2061.

10%Total Wealth

in the United States will change hands every five years.

4Phase Process

to create a clear path to allow the Legacy Portfolio to meet the aspirations of the stakeholders.

Douglas Wilson Companies has implemented and refined a four phase process to create a clear path to allow the Legacy Portfolio to meet the aspirations of the stakeholders.

Through our prior work with families and partnerships, our four phase process has helped stakeholders, and their professional advisors, deal with critical issues involving their Legacy Portfolio.

The first three services are defined by a separate fixed fee and each segment is independent of one another. The fourth phase is based on market rate fees for the intended implementation.

Our Four Phase Process

DWC acts as a resource to other professionals. We work with estate planning lawyers, bank trust departments and private accounting firms to provide unique knowledge based on our experience as a trusted fiduciary and real estate experts. Through this expertise, we provide real time resources for dealing with complicated portfolio issues.

ASSET & WEALTH ANALYSIS

Phase I creates a Legacy Portfolio Assessment, which is presented to the advisors and stakeholders.

DISCUSS GOALS & DESIRED OUTCOMES

Phase II creates a summary of Goals & Desired Outcomes, which is presented to the advisors and stakeholders.

DEVELOP LEGACY ASSET TRANSFER PLAN

This finalized Asset Transfer Plan becomes the governing document for the Legacy Portfolio.

IMPLEMENTATION OF ASSET TRANSFER PLAN

Aspirations of the stakeholders are carried out in the absence of acrimony or value diminution.

Explore notable DWC

legacy asset projects

View Projects
china-basin-02

China Basin

A 675,000 square foot office complex on the San Francisco Bay waterfront, adjacent to Oracle Park, home of the San Francisco Giants. 

Loyal M. Nordstrom Estate

Multiple properties located throughout California, Washington, and Hawaii, including a 2,500 acre farm used for the breeding of horses, llamas and alpacas, DWC was retained by counsel of the Loyal M. Nordstrom Estate (Estate) to evaluate the physical conditions, operations and overall value of the Estate’s real estate holdings.

 
 

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    Douglas Wilson Companies was founded in 1989 to provide a wide range of specialized business, workout, and real estate services to law firms, state and federal courts, corporations, partnerships, pension funds, REITs, financial institutions, and property owners throughout the United States.

    ADDRESS

    1620 Fifth Avenue
    Suite 400
    San Diego, California 92101

    PHONE

    (619) 641-1141

    EMAIL

    [email protected]