PASSERELLE PARTNERS

We address our clients' challenges with the same consideration and responsibility that we apply to our own business and family. Fully understanding and respecting the absolute importance of transparency, confidentiality, and unbiased counsel, we uphold our fiduciary responsibility when it comes to preserving our clients' wealth. Passerelle Partners is a leading insurance advisory firm with offices in Miami, Charlotte, and Austin. We are keenly focused on asset diversification, wealth preservation, and liability management solutions for U.S. and International entrepreneurial families. We cater to private clients and professional advisors delivering creative solutions through the discreet Passerelle client experience. Client centric Advice Focused... Passerelle Partners is a boutique wealth advisory firm catering to high net worth entrepreneurial families, assisting them with their investments, estate planning and business-succession solutions, in a true independent, client-centric..

Also known as: Passerelle Partners, LLC

Primary location: Miami United States