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Forward PWS
Forward PWS was founded in 2015 in Porter Ranch, California. Michael Ward and Shannon Ward serve as Managing Directors. The firm advises clients on tax, estate...
Forward PWS
Forward PWS was founded in 2015 in Porter Ranch, California. Michael Ward and Shannon Ward serve as Managing Directors. The firm advises clients on tax, estate and wealth transfer matters, combining planning with execution and ongoing reporting. Services span comprehensive financial planning, estate and wealth transfer strategies, tax planning and return preparation, family education and governance, trustee services, trust accounting, risk management and philanthropy. Confirmed focuses include ClimateTech, carbon and environmental assets, and philanthropic or mission-related investing. Geographic coverage centers on North America and Europe. The firm maintains memberships in the American Institute of Certified Public Accountants and the California Society of CPAs for its principals. It also lists a business relationship with EGC Real Estate Group. No recent operational events from the last 24 months appear in available records. Forward PWS structures its work around tax-driven wealth planning and virtual family office services rather than direct fund commitments or broad asset allocation mandates.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Porter Ranch
Corporate office
Porter Ranch, CA, United States
Principals
Michael Ward
Managing Director
Shannon Ward
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Forward PWS?
Michael Ward and Shannon Ward serve as Managing Directors. They coordinate tax, estate and wealth transfer strategies for clients.
How does Forward PWS source proprietary deal flow?
The firm does not disclose specific sourcing methods for investments. Its work centers on advisory services for existing client wealth rather than originating new deals.
Is Forward PWS structured as a single family office or does it operate more like a venture firm?
Forward PWS operates as a multi-family office. It provides tax, estate and governance services to multiple client families without a venture or fund management structure.
Does Forward PWS participate in fund commitments or only direct deals?
Available information shows no participation in fund commitments or direct deals. The firm focuses on planning, compliance and family office services.
Where does the underlying wealth come from?
The firm advises owners of privately held businesses, entrepreneurs and ultra-high-net-worth families. No specific originating wealth source is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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