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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

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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A Look at Systematic Withdrawals

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

Paying Off a Credit Card

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

Saving for College

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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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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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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