Handwerk Multi Family Office, LLC

Overview

Handwerk Multi Family Office presents itself as a Personal CFO for affluent families and privately held business owners, coordinating and implementing strategies alongside each client’s professional advisers. The firm says its mission is to provide a holistic suite of services that extends beyond investing.¹

Leadership

Derrick Handwerk is the firm’s Managing Partner and Personal CFO. The SEC’s IAPD record lists his current employment with Handwerk Multi Family Office and advisory roles connected with Cetera.²

Services

Published services include portfolio management, estate planning, charitable giving, tax mitigation, asset protection planning, alternative investments, retirement plans, succession planning, trust services, accounting, bill paying, tax preparation, business management, valuations, and business consulting.³

Handwerk describes an onboarding process that gathers detailed information about tax returns, estate plans, insurance policies, investments, and other client data. The firm then organizes that information to identify opportunities and missing elements.³

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

Handwerk Multi Family Office says it serves affluent families, individuals, and privately held business owners through a multidimensional, personalized approach.⁴

Approach

The firm’s three-pillar framework combines its Holistic Advanced Planning Approach, services that go beyond investing, and an HMFO Wealth Management Formula that brings together investment consulting, advanced planning, and relationship management.⁴

Handwerk says it works with clients’ accountants, lawyers, and tax experts to build a broader picture of their wealth. It may also help create diversified portfolios that extend beyond traditional stocks and bonds.⁴

The firm lists openness, transparency, ethical conduct, respect for client concerns, acting in each family’s best interest, and accepting only clients it believes it can help among its core values.¹

Registration

The website states that securities and advisory services are offered through registered representatives of Cetera Advisors LLC, a broker-dealer and registered investment adviser.²

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  The Multifamily offices in PA page gives a regional starting point for comparing firms that may serve affluent families and privately held business owners. It can help you frame questions about investment management, tax planning, estate work, and ongoing administration when reviewing a Personal CFO model.

• Network siteEstatePlanner.com

  EstatePlanner.com provides guides on wills, trusts, and estate planning concepts. Reading them can help a family or business owner prepare questions about trust and fiduciary services, estate structures, philanthropy, and how these matters connect with tax planning.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family owned companies. A privately held business owner can use it to consider governance, succession, risk, retirement, and business owner services alongside personal wealth planning.

• GuideMultifamily office fees

  The Multifamily office fees page outlines cost topics to examine when comparing advisory relationships. Use it to ask how investment management, tax planning, bill pay, fiduciary work, and alternative investments may be priced for a family or business owner.

• Similar firmsSageworth
  Apex Financial Advisors, Inc.
  Keystone Family Office

  Profiles for Sageworth, Apex Financial Advisors, Inc., and Keystone Family Office offer additional points of comparison on this site. Reviewing their stated services and client focus can help you organize questions for Handwerk about investment management, estate planning, administration, and privately held business needs.

Sources

2. ; https://adviserinfo.sec.gov/individual/summary/5125952

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.