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What is your financial planner actually helping you plan? A holistic picture of your financial health, or just a stock a portfolio? Many advisory firms are simply stock brokers by another name. At Handwerk MFO we are managing wealth in a way you have never seen before. Join us here for a completely new take on managing your wealth, ideas from the industry, and emerging trends. You never know, you may just find the pink elephant.
Pink Elephant | Part 3
This is the third and final installment in three-part series in which we have been discussing advanced planning with a multi family office and what it means for the affluent family or privately-held business owner. In the first article...
Read MorePink Elephant | Part 2
In the first article of this three-part series we discussed the ambiguity surrounding financial planning, and how that can lead to a poor client experience and potentially poor outcomes. The performance you receive is dependent solely...
Read MorePink Elephant | Part 1
Advanced Planning in a Multi Family Office (MFO Series Part 1) What does financial planning mean to you? More than likely, every person reading this article will have a different answer because the term is, in a word, ambiguous. This...
Read MoreAddressing the Pink Elephant Not in the Room
Have you ever seen a pink elephant? Perhaps you are wondering why we would ask such a question. Surely pink elephants don’t exist; they’re just mythical creatures, like the unicorn or Sasquatch. Yet I would suggest that...
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