About Max
With over 25 years of experience, Max serves the needs of successful entrepreneurs and their families, specializing in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition.
Max delivers a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management.
Max’s personal passions include traveling with his wife and teenage children, fishing, sailboat racing, and skiing.
Education and Professional Milestones
-Graduated from Colgate University with a bachelor of science in economics
-Emeritus Member of the Alumni Council and past President of the Colgate Alumni Club of Long Island
-Attended Advest Institute at Harvard and obtained a Wharton Certificate in Retirement Planning
-Founded Blue Water Advisors in 2000 and merged it with The Colony Group in early 2018
-Co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind (Second Edition)
With over 25 years of experience, Max serves the needs of successful entrepreneurs and their families, specializing in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition.
Max delivers a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management.
Max’s personal passions include traveling with his wife and teenage children, fishing, sailboat racing, and skiing.
Education and Professional Milestones
-Graduated from Colgate University with a bachelor of science in economics
-Emeritus Member of the Alumni Council and past President of the Colgate Alumni Club of Long Island
-Attended Advest Institute at Harvard and obtained a Wharton Certificate in Retirement Planning
-Founded Blue Water Advisors in 2000 and merged it with The Colony Group in early 2018
-Co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind (Second Edition)