Forward PWS, Inc

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Forward PWS, Inc Overview

Type

Multi Family Office

General Information

Forward PWS, Inc is a multi-family office headquartered in Porter Ranch, United States. Founded in 2015, the firm advises owners of privately held businesses, entrepreneurs and ultra-high-net-worth families on tax, estate and wealth transfer matters, integrating planning with implementation and reporting across entities and generations. It leverages the managing directors’ deep accounting backgrounds to coordinate customized strategies, governance and risk management—provides tax-driven wealth planning and virtual family office services.

Contact Information

Website:
https://www.forwardpws.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Porter Ranch, CA, United States

Portfolio & Notable Allocations


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