Passerelle Partners

Passerelle Partners is one of the leading insurance advisory firms nationwide with offices in Miami, Charlotte, and Chicago. We are keenly focused on wealth, estate, and succession planning and preservation. Our team helps entrepreneurial families with their insurance needs as well as partners with other insurance professionals to facilitate sophisticated financing strategies for their clients. We have built and consulted on various insurance lending programs for some of the world’s leading private banks. At Passerelle Partners, we not only make our clients a priority in a proactive and responsive manner, we do so in a consistent, unbiased, and transparent approach. We address our clients’ needs with the same consideration and responsibility that we would apply to our own business and family. The team has a diverse background with over 20 years experience in wealth management, including banking, trading, insurance, derivatives, alternative investments, and family office management.