# Forward PWS

Forward PWS is a Multi Family Office based in Porter Ranch, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Porter Ranch, United States
- **Region:** North America
- **Address:** Porter Ranch, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** forwardpws.com
- **LinkedIn:** https://www.linkedin.com/company/forward-pws-inc.

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- ClimateTech
- ESG

## People

- Michael Ward — Managing Director
- Shannon Ward — Managing Director

## 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.

## Related profiles

- [Fordham Group Family Office](https://altss.com/profile/fordham-group-family-office)
- [Four M Investments](https://altss.com/profile/four-m-investments)

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Last updated: 2026-08-10T15:54:10.904Z

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