Broker Check

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.  

 

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