Derrick Handwerk, Personal CFO
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Derrick Handwerk is the managing partner of Handwerk Multi Family Office. He has owned, managed and consulted for privately held businesses for over 25 years. He concentrates his business on advising affluent families in areas of tax mitigation, asset protection, estate planning and charitable giving as well as other advanced planning topics. Derrick works closely with other consultants such as lawyers, accountants and family facilitators to help achieve the client’s desired outcomes.
Derrick received his MBA from Lehigh University in Bethlehem, PA and was nominated a Martindale Business Scholar. His certification in Wealth Preservation and Asset Protection is from the Wealth Preservation Institute. He has also been certified as a Certified Wealth Strategist. The CWS training focuses specifically on real world strategies for the affluent.
Derrick has written over 50 articles and been quoted in The Wall Street Journal, Reuters, World Press, RDH Magazine, Dental Economics, Podiatry Exchange, DenistryIQ, Latenewslink.com, Charles Schwab, Lehigh University Press, Practicelink, and PA MGMA among many others news outlets.
Medical and Dental Practices
Privately Held Businesses
Memberships and Affiliations
Medical Group Management Association
National Federation of Independent Businesses
Montgomery County Estate Planning Council
Financial Services Institute
Certified Wealth Preservation Planner - Wealth Preservation Institute
Certified Asset Protection Planner - Wealth Preservation Institute
Certified Wealth Strategist - CWS board of standards
Asset Protection Council
Lehigh University Family Businesses Institute Advisor
National Association of Plan Advisors