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
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
What does the Tax Reform and Jobs Act mean for you?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One of the most common questions people ask about Social Security is when they should start taking benefits.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Here are five facts about Social Security that might surprise you.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.