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Maximillian Gerstein

Financial Adviser - Global Partners

Max Gerstein is a seasoned financial advisor with an exceptional track record spanning over five years. With a diverse professional background that includes working in prominent financial hubs such as Geneva and Dubai, Max has honed his expertise in navigating various jurisdictions and catering to a global clientele.

Throughout his career, Max has cultivated a deep understanding of worldwide financial solutions to meet the unique needs of his clients. He has built a robust network of individuals and institutions across the globe, enabling him to provide tailored advice and strategies to clients from diverse backgrounds and regions.

As a trusted advisor, Max manages an extensive clientbase of over 500 individuals and businesses. With a portfolio exceeding $30 million under his management, he consistently demonstrates a commitment to delivering personalized wealth management solutions andmaximizing returns for his clients.

Qualifications & Awards

Areas of Expertise

Max is qualified to advise in all areas of personal financial planning including:

  • Pension Transfers
  • Trust & Inheritance Tax Planning
  • Lifestyle Financial Planning
  • Retirement Planning
  • International Investments
  • Regular and Lump Sum Savings
  • Education Fee Planning
  • Health Planning
  • Asset and Lifestyle Protection

Take A Look At Some Of Maximillian's Client Reviews