Max Rater, MBA, is the lead advisor to a portfolio of high-net-worth families, delivering comprehensive financial planning and investment strategies rooted in long-term wealth management and intelligent diversification. Operating with a family office-style concierge approach, Max offers white-glove service to a global clientele of physicians, attorneys, musicians, entertainers, show - runners, athletes, and entrepreneurs, providing highly personalized guidance, multigenerational planning, and innovative solutions tailored to each client’s unique goals, lifestyle, and legacy.