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Estate Management 101 Title The Cycle of Investing

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

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Critical Estate Documents

Critical Estate Documents

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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Critical Estate Documents

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Exit Strategies of the Rich and Famous

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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