Learn how we address the 5 major challenges and concerns of affluent individuals.
Handwerk MFO offers a holistic suite of services specifically personalized for the needs of each family we work with. As your Personal CFO we will go beyond investing to help you grow and protect your wealth, while working with your existing advisors and a team of best-in-class consultants to organize and implement the strategies of all of your consultants as well as our own.
Our in-depth consulting process and ongoing close relationship with our families allows us to be nimble in our approach to their evolving personal and financial goals. No matter what your goals, Handwerk MFO is able to meet your entire spectrum of needs.
When we meet with a new client for the first time we begin to gather information and this information gathering process can take several meetings. After which time we take all information and treat it like it was a puzzle. Metaphorically speaking, We dump all the puzzle pieces onto a big table and start going through every bit of information and data. We create piles for each of the following: the tax returns, estate plan, the insurance policies, the investments, and all the proprietary data that we've collected from the client. Then we assimilate all information and start putting it back together in a more effective and efficient manner in order to optimize the inputs and find the missing pieces of the puzzle.
Handwerk Multi Family Office is able to serve your entire spectrum of needs including:
Printable list of services