Broker Check
Ready for Retirement? Estate Management 101 Women and Retirement

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 financial planners or wealth managers, we go beyond investing to offer a comprehensive suite of services in addition to implementing the ideas, suggestions and strategies of best-in-class consultants.

Learn More

Our Business Philosophy

HMFO acts as the Personal CFO to a select few families, assisting them to help grow and protect their wealth. We focus on affluent families with $2-10 million in investable assets, and our goal is to make a significant difference.

Learn More

Meet Derrick Handwerk

Meet and connect with Derrick Handwerk, Personal CFO and Managing Partner for Handwerk Multi Family Office.

Learn More


White Paper

written by Derrick Handwerk

Challenges Facing Privately Held Businesses

A white paper written by Derrick Handwerk explaining the
importance of Privately Held Business in the US Economy
and the challenges they are facing 




Helpful Content

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Best Apps in Travel

Technology tips to make your next trip even better.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

View all articles arrow

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

View all videos arrow