Clients & Affiliations

Family Enterprises – Due to the confidential nature of the work with family businesses and foundations, it would not be appropriate to provide a client list. However, references from family clients can be provided when an engagement is considered.

VCU Family Business Forum – Sam serves as the Director of the Family Business Forum in the School of Business at Virginia Commonwealth University.

Continuity LLC – Sam is a Senior Consultant with Continuity LLC, a family business consulting practice based in Boston.

Nonprofits & Foundations – Following is a list of nonprofit and foundation clients served by The Davis Group in recent years:

  • Agecroft Hall (Richmond)
  • Bon Secours Richmond Healthcare Foundation
  • Blue Sky Fund (Richmond)
  • Collegiate School (Richmond)
  • Catholic Charities of Milwaukee (Wisconsin)
  • Community Foundation of the Rappahannock River Region
  • Fredericksburg Area HIV/AIDS Support Services (FAHASS)
  • Joe Torre Safe At Home Foundation (New York, NY)
  • Lewis Ginter Botanical Gardens (Richmond)
  • Massey Cancer Center (Virginia Commonwealth University)
  • Maymont Foundation (Richmond)
  • Peter Paul Development Center (Richmond)
  • Riverside School
  • Shalom Farms (Richmond)
  • St. Catherine’s School (Richmond)
  • St. Andrew’s School (Richmond)
  • Virginia Beach SPCA
  • Williamsburg Community Health Foundation
  • YWCA of Richmond

Family Enterprises

  • Continuity, LLC ( – Through Continuity, LLC, Doug Baumoel and Blair Trippe have become one of the leading family business consulting firms that deliver comprehensive strategies that enable enterprising family to thrive together as owners, managers and family members through successive generations. Mr. Davis and Mr. Baumoel have joined in consulting on clients, and Mr. Davis serves as a Continuity, LLC consultant for the mid-Atlantic region.
  • Family Firm Institute (FFI) ( – FFI is the premier international association of professionals serving family enterprises through family business consulting and wealth management advising.  In 2007, Mr. Davis was named a Fellow by FFI based on his capabilities and demonstrated experience in serving family enterprises.
  • Peter Kohn ( – A next generation family business consultant, Mr. Kohn received his Certificate in Family Business Consulting from the Family Firm Institute in 2009. He was raised in a large family business and focuses his consulting on business strategy, leadership succession and marketing. Mr. Kohn and Mr. Davis collaborate in serving clients located in Virginia. 

Nonprofits & Foundations

  • Celia Broadus, CPA ( – Having served as CFO of two mid-sized nonprofits, Ms. Broadus now serves multiple nonprofits in the role of outsourced CFO. Ms. Broadus’s financial management expertise has provided an excellent complement to the work Mr. Davis has undertaken with clients they have shared.
  • Sarah Millston ( – Ms. Millston is expert in assisting nonprofits fashion strategic communications programs, especially using social media, and develop fund development plans.  She facilitates creative approaches to strategic planning.  Ms. Millston complements Mr. Davis’s strategic management experience and represents the next generation of nonprofit leadership.
  • 21-64 ( – This unique subsidiary of the Andrea and Charles Bronfman Philanthropies promotes the engagement in philanthropy of next generation family members through its programs, publications and remarkable array of educational tools and games. 21-64’s Danielle York, is an experienced and dynamic consultant to families of wealth who is located in Washington, D.C. Mr. Davis utilizes several of 21-64’s educational tools in his practice.
  • National Center for Family Philanthropy ( – NCFP promotes the field of family philanthropy through excellent research, publications, webinars and conferences. Mr. Davis is certified to administer NCFP’s Pursuit of Excellence assessment for family foundations.