Welcome to Forward

Welcome to Forward! We help families with their inheritance and generational wealth transfer. We do this in a variety of ways, and we’ll explore all of that, but first, we want you to know why we exist:

The inheritance process is a mess, and we want to help make it better. We want to keep more money in the family. We want to avoid the next generation arguing over money they didn’t earn.

There is a life concept that resonates with us: harder now, easier later versus easier now, much harder later. In that spirit, we believe that a bit of planning, coupled with some nominal annual maintenance, will help ensure a smooth inheritance process when that time comes. None of us actually want it to happen, but not planning won’t make it go away. So, let’s help ourselves.

This is the first in a series of thoughts about inheritance, generational wealth transfer, the dinner table conversations, the paperwork, the best practices, the overwhelming moments, and the value of being prepared. We are building for us, for you, and for our neighbors. Let’s move our families, forward, together…