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.
Company Details
- Employees
- 14
- Address
- 600 Brickell Ave, Miami,florida 33131,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- passerelle-partners.com
- Keywords
- Miami.
- HQ
- Miami, Florida
Passerelle Partners Questions
Passerelle Partners's website is passerelle-partners.com
Passerelle Partners's LinkedIn profile is https://www.linkedin.com/company/passerelle-partners
Passerelle Partners has
14 employees.
View email and phone details for 14
employees at Passerelle Partners.
Passerelle Partners's industry is
Financial Services
Passerelle Partners's top competitors are
Krupin Partners Insurance Services Llc,
Vérité Group, Llc,
Kawa Capital Management,
Marcum Insurance Services,
Arta Finance,
Brit Crampsie Communications,
Winged Keel Group,
Simplicity Group,
Rise Management Group,
Ubs.
Passerelle Partners's categories are Financial Services
