A Forward Advance is a home equity investment (HEI) designed for parents who want to share their wealth with their children tax-free.
Parents can transfer money to their children when they need it most.
Parents maintain full ownership and control of their home.
No loans, no monthly payments, and tax-free wealth transfer.
Parents preserve their retirement savings and financial independence.
Family stories
The Mendosa Family
Queens, NY
"Forward's tools have opened up honest conversations about money in our family. It's not just about the loan, but about building financial responsibility together."
The Smith Family
Boston, MA
“Forward allowed us to help our daughter buy her first home without touching our retirement savings. It's given us peace of mind knowing we could make a difference in her life today.”
The Williams Family
Newton, MA
“We compared Forward Advance to a HELOC when we wanted to help our daughter start her business. The no-monthly-payment feature of the Forward Advance really sealed the deal for us.”
Parents
Support your children financially without debt or monthly payments. Give cash today by sharing a portion of your home's future value with Forward.
Maintain ownership of your home
Not a loan and no monthly payments
Share your wealth during your lifetime
Keep your retirement savings and investment plans intact
Tools to track and manage payouts
Support your children’s dreams, on your terms
Beneficiaries
Access a portion of your future inheritance now, without affecting your parents' retirement plans or financial security.
Access your future inheritance today, when you need it most
Fund major life milestones without taking on debt
Get guidance on smart financial planning and wealth building