Forward is a fintech company based in California that offers a cross-generational inheritance platform, allowing families to optimize their wealth, together
Forward is a fintech company based in California that offers a cross-generational inheritance platform, allowing families to optimize their wealth, together. We help families navigate inheritance and legacy planning by offering tools, guidance, and financial solutions that make generational wealth transfer clearer and more collaborative. We focus on education, communication, and proactive planning to reduce conflict and help families make informed decisions about their financial futures. Forward products include: -Family Access Manager, an inheritance portal for organizing documents and assigning access -Forward Access, for families exploring a home equity investment experience