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Ready for Retirement? Estate Management 101 Women and Retirement

Handwerk Multi Family Office offers affluent families a holistic approach to wealth. Our process is multi-dimensional and extends well beyond investing in order to uncover opportunities and risks.

More Than Just Investing

Unlike financial planners or wealth managers, we go beyond investing to offer a comprehensive suite of services in addition to implementing the ideas, suggestions and strategies of best-in-class consultants.

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Our Business Philosophy

HMFO acts as the Personal CFO to a select few families, assisting them to help grow and protect their wealth. We focus on affluent families with $2-10 million in investable assets, and our goal is to make a significant difference.

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Meet Derrick Handwerk

Meet and connect with Derrick Handwerk, Personal CFO and Managing Partner for Handwerk Multi Family Office.

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White Paper

written by Derrick Handwerk

Challenges Facing Privately Held Businesses

A white paper written by Derrick Handwerk explaining the
importance of Privately Held Business in the US Economy
and the challenges they are facing 




Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The Best Apps in Travel

Technology tips to make your next trip even better.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Business Cycle

How will you weather the ups and downs of the business cycle?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

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