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Adviser Corner
The Importance of Wills and Legal Preparations for Expats
Max Gerstein, a financial adviser in the UAE explains the key reasons why having a Will is so crucial for expats living in the Middle East region
July 11, 2024
Maximillian Gerstein
Financial Advisor - 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
