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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, charitable giving and succession planning 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 100 articles and been quoted in 

Print media: the Wall Street Journal, Reuters, Yahoo!, MarketWatch, World Press, New York Business Journal, Wall Street Select, Morningstar Singapore, RDH Magazine, Dental Economics, Podiatry Exchange, Yahoo! Singapore, Washington Business Journal, InvestorPoint.com, Value Investing News, DenistryIQ, Latenewslink.com, Charles Schwab, Lehigh University Press, PR Newswire, Practicelink, The Daily Press, ProfitQuotes, PA MGMA, StockNod, Arizona Republic - AZCentral.com, Minneapolis / St. Paul Business Journal, Triangle Business Journal, Business Journal of the Greater Triad Area, San Francisco Business Times, Pittsburgh Business Times, Philadelphia Business Journal, Pacific Business News, Los Angeles Business from bizjournals, Houston Business Journal, Denver Business Journal, Dallas Business Journal, Business First of Columbus, Charlotte Business Journal, Baltimore Business Journal, Morningstar Malaysia, Buffalo News,BioSpace, Daily Herald, Business.com, Press-Enterprise, Townhall Finance, Street Insider, Star Tribune, FinancialContent - PR Newswire, The State, Olympian, Sun Herald, The Sacramento Bee, News & Observer, The Sun News, Miami Herald, Centre Daily Times, 1st Discount Brokerage, One News Page United States Edition, Complete Advisors, Central PA Alerts, Aving Global News Network, Operation Deepdown, Mompreneur Media, Pettinga Financial, Manhattanweek, The Morning News, AssignmentEditor.com.   

Broadcast media: KWTV-TV CBS-9, KOTV-TV CBS-6, WBBH-TV NBC-2, KTVK-TV IND-3, WISTV-TV NBC-10, KMOV-TV CBS-4, WFMZ-TV IND-69, WSFA-TV NBC-12, WAFF-TV NBC-48, WWBT-TV NBC-12, WXIX-TV FOX-19, WMC-TV NBC-5, KWWL-TV NBC-7, WLOX-TV ABC-13, WBTV-TV CBS-3, WFIE-TV NBC-14, WAVE-TV NBC-3, WVUE-TV FOX-8, WCSC-TV CBS-5, WBOC-TV CBS-16, WWTV-TV CBS-9, WLBT-TV NBC-3, WRCB-TV NBC-3, WVIR-TV NBC-29, KVVU-TV FOX-5, WDRB-TV FOX-41, WECT-TV NBC-6, KTVN-TV CBS-2, WALB-TV NBC-10, KFMB-TV CBS-8, WTOC-TV CBS-11, WDAM-TV NBC-7, WFMJ-TV NBC-21, KTRE-TV ABC-9, WMBF-TV NBC-32


Related Practices/Industries

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