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 More
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.
What is the Pink Elephant
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 More
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 More
At the end of each quarter, and more importantly at the end of each year, I review what occurred in the investment markets. Only by reviewing where we have been can we attempt to project where we are going, so a thorough year-end...Read More