Max Farthing

Senior Associate

Having worked in multiple countries, including the US, Spain, the UK, and the UAE, Max excels when it comes to establishing and maintaining client relationships with our international expat clients.

Max believes all clients deserve concise, transparent advice to achieve good financial health.

Areas of Expertise

Pension Analysis, Advice, Management
401K Analysis, Advice, Management
Retirement Planning
Pension Planning
Inheritance Tax Planning
Succession Planning
Wealth Management
Investment Portfolio Management
International Savings & Investment Options
Cashflow Forecasting & Modelling
Education Fee Advice & Planning
Insurance & Family Protection
Investment Review
Tax Planning

Qualifications & Awards

Chartered Institute for Securities & Investment (CISI)

Regions Covered

USA
Europe Excluding UK
Middle East
Africa
Worldwide

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