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Passerelle Partners logo — Leading insurance advisory firm with offices in Miami, Charl...

Passerelle Partners

Leading insurance advisory firm with offices in Miami, Charlotte, and Chicago.

United States Miami, United States 16 employees Finance, Financial Services

General Information

Company Name Passerelle Partners
Location United States Miami, United States +3
Employees 16
Industries Finance, Financial Services
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About Passerelle Partners

Passerelle Partners is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. The company focuses on wealth, estate, and succession planning and preservation. They assist entrepreneurial families with their insurance needs and collaborate with other insurance professionals to facilitate sophisticated financing strategies. Passerelle Partners has also developed and advised on various insurance lending programs for top private banks. The firm prioritizes its clients in a proactive, responsive, unbiased, and transparent manner, treating their needs with the same care and responsibility as they would their own business and family. The team boasts over 20 years of diverse experience in wealth management, including banking, trading, insurance, derivatives, alternative investments, and family office management. With expertise in the Finance and Financial Services industries, Passerelle Partners is well-positioned to provide comprehensive insurance advisory services.

Taxonomy: insurance advisory, succession planning, insurance financing strategies, private banking, alternative investments, family office management

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Passerelle Partners Alternatives & Competitors

Passerelle Partners vs
CCIG
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Passerelle Partners vs
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Passerelle Partners vs
Nivalis Partners Ltd
Nivalis Partners Ltd Hong Kong S.a.r.

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FAQ About Passerelle Partners

Leading insurance advisory firm with offices in Miami, Charlotte, and Chicago.
Passerelle Partners is headquartered in Miami, United States.
Passerelle Partners operates in the following industries: Finance, Financial Services.
Passerelle Partners has approximately 16 employees.
Top alternatives and competitors to Passerelle Partners include CCIG, Duuo by Co-operators, Nivalis Partners Ltd, Financial Architects Partners, Acentria Insurance. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Passerelle Partners and CCIG are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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