DISCOVER SIMPLICITY PASSERELLE

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.

Simplicity Passerelle 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 Simplicity Passerelle client experience.

Client centric

Advice Focused

Broad spectrum

The team has a diverse background with over 20 years of experience in wealth management and capital markets including banking, trading, insurance, derivatives, alternative investments, and family office management. We have developed the knowledge and experience to truly understand the complexities associated with protecting your assets and legacy.

Unique solution

Optimizing the tax and asset protection benefits of a life insurance vehicle, Simplicity Passerelle addresses your needs where traditional options may fall short. Through the firm’s relationships with the world’s leading financial institutions and insurance carriers, Simplicity Passerelle’s clients are able to diversify and hedge their investment portfolio, mitigate tax liability, and enhance their wealth and legacy plan.