Handwerk Multi Family Office offers affluent families a holistic approach to wealth. Our process is multi-dimensional and extends well beyond investing in order to uncover opportunities and risks.
More Than Just Investing
Unlike traditional wealth management firms such as banks, brokers, financial planners or trust companies, we see investments as just one of many important topics.Learn More
Our Multi-dimensional Approach
We provide a full complement of wealth preservation, asset protection, investment advisory and tax planning services. We spend as much time as needed to understand the many facets of your financial life.Learn More
Our Business Philosophy
HMFO advises a select few families on how to grow and protect their wealth. An average family has 4-7 MM of net worth, but obviously we have clients with more affluence. Our goal is to make a significant difference.Learn More
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Good employee health can be great for the company’s bottom line.
Here are five facts about Social Security that are important to keep in mind.
Four vacation destinations you might never have thought of.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This worksheet can help you estimate the costs of a four-year college program.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you have causes that you want to support with donations? Here are three tips.