Max Gerstein is a Private Wealth Partner focused on cross-border financial structure and jurisdictional risk. His work centres on identifying invisible financial risks created by ownership, governance, and legal architecture rather than market behaviour. He advises internationally mobile individuals and families whose assets, residencies, and obligations span multiple jurisdictions, where conventional investment advice often fails to account for structural exposure.
Max Gerstein is a Private Wealth Partner focused on cross-border financial structure and jurisdictional risk.
His work centres on identifying invisible financial risks created by ownership, governance, and legal architecture rather than market behaviour. He advises internationally mobile individuals and families whose assets, residencies, and obligations span multiple jurisdictions, where conventional investment advice often fails to account for structural exposure.
Max’s approach is architecture-led. He does not begin with products, performance, or allocation. He begins with ownership: how assets are held, where they are governed, and which legal systems ultimately assert control when circumstances change.
His advisory work spans long-term wealth structuring, estate and succession architecture, cross-border governance, and the management of jurisdictional risk across global portfolios. He is particularly known for his analysis of structural default risk in international investing, including US-situs exposure and other forms of latent legal control.
Max holds professional qualifications from the Chartered Institute for Securities & Investment (CISI) and is CySEC certified.
Focus: the governance of cross-border asset structures and the mitigation of jurisdictional default.
Max works with clients whose financial lives span multiple jurisdictions, focusing on the structural questions that determine how well plans hold up over time:
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