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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Understanding the economy's cycles can help put current business conditions in better perspective.
A look inside the U.S. government's statistics on household net worth.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Understanding how capital gains are taxed may help you refine your investment strategies.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
Learn how to harness the power of compound interest for your investments.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.