Forward PWS
COMPREHENSIVE. VALUE-DRIVEN. MULTI-GENERATIONAL. FORWARD-LOOKING.
YOUR FAMILY OFFICE
YOUR FAMILY OFFICE
Our clients face significant responsibilities and complexities associated with their wealth and family legacies. Among multiple activities and interests, they must address the accounting, tax, and administrative aspects of managing businesses, monitoring investments, implementing wealth transfer planning, protecting assets, preserving family wealth, managing risk, giving to charity, addressing multi-generational family dynamics, and maintaining privacy and confidentiality. Forward PWS was launched to exclusively focus on these areas and to help our families achieve and maximize the benefits of their exceptional wealth.
OUR SERVICES
Forward PWS is a multi-family office founded to help clients create customized tax, wealth transfer, and financial strategies to accomplish estate, financial, and legacy goals and to provide reliable implementation, monitoring, and tax reporting. Forward PWS provides the following virtual family office services:
COMPREHENSIVE FINANCIAL PLANNINGDetailed review and analysis of all facets of your financial situation.
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ESTATE AND WEALTH TRANSFER PLANNINGPlanning for transfer of assets and minimizing gift, estate, and GST taxes.
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TAX PLANNING AND TAX RETURN PREPARATIONPreparation of U.S. federal and state tax returns, including planning to minimize income tax.
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FAMILY EDUCATION AND GOVERNANCEOrganize family meetings and serve as a partner in the work of sustaining family assets and continuity of the family.
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TRUSTEE SERVICESHelp select and evaluate proposed trustees, communicate with beneficiaries, and work with trustee to achieve donor intent.
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trust ACCOUNTINGPrepare or review trust accounting reports.
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RISK MANAGEMENTEnsure that family members have appropriate insurance protection and that steps are taken to insulate family assets from creditor claims.
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PHILANTHROPYCharitable planning, including exempt organization selection, implementation, and maintenance.
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ABOUT US
We are trusted family advisors with over 40 years of experience advising owners of privately-held businesses and their families, ultra-high-net worth individuals, and family offices on tax, accounting, and financial issues affecting their families, their businesses, and their investments. Convinced there was a better way to serve our clients, Forward PWS was founded in 2015 to provide the personalized, highly responsive service of a single family office without the inefficiencies and high cost of traditional accounting firms.
MICHAEL WARDMichael has over twenty-five years of experience managing the delivery of comprehensive tax and accounting services to high-net worth private businesses and business owners. He works directly with clients and their advisors to create customized tax, wealth transfer, and financial strategies to accomplish their estate, financial, charitable, and legacy goals. He also provides multi-generational family financial education and is committed to preparing heirs for wealth transitions.
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SHANNON WARDShannon specializes in income, gift, and estate tax planning, as well as income tax compliance and audit defense for high-net-worth individuals and their business interests, trusts, and private foundations. Her experience includes designing and implementing tax-efficient estate plans to meet the business succession and wealth transfer goals of her clients. Shannon also has significant experience consulting on tax issues related to divorce.
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CONTACT US
michael ward |
shannon ward |
