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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.  

What is the Pink Elephant 

 

Thursday, May 25, 2017

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...

 

Tuesday, May 9, 2017

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...

 

Wednesday, April 26, 2017

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...

 

Tuesday, March 7, 2017

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...

 

Monday, March 6, 2017

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...