Skip to main content


PRIVATE CLIENT CLIENTS COME TO US FOR NUMEROUS MATTERS THAT ARE INTEGRAL TO THEIR CONTINUED SUCCESS, SUCH AS FUNDING SOLUTIONS, COMPLEX INSURANCE STRUCTURES, TAX-EFFICIENT STRUCTURES, BUSINESS SUCCESSION PLANS, ALTERNATIVE RETURN STREAMS AND ASSET PROTECTION. WE OFFER A HIGHLY PERSONALIZED BOUTIQUE CLIENT EXPERIENCE, GOING BEYOND WEALTH MANAGEMENT AND OFFERING OUR OWN PROPRIETARY SOLUTIONS. we are the architects of each unique structure, and we work along side your legal council, tax consultants, trustees and portfolio managers. WEALTH PRESERVATION WELL STRUCTURED ALTERNATIVE Simplicity Passerelle has been catering to private clients for over 20 years. Our experience in asset management and wealth solutions at the world’s most prestigious financial institutions has curated our approach and culture. The team’s diverse background provides a broad scope and the ability to integrate business and family affairs in our solutions. We work as an extension of your team, bridging practices that typically run parallel but never intersect. TRANSFER PLANNING

WE UNDERSTAND THE EFFORTS AND SACRIFICES THAT OUR CLIENTS HAVE MADE NOT ONLY TO CREATE, BUT ALSO TO MAINTAIN THEIR WEALTH. WE SPECIALIZE IN OFFERING COMPREHENSIVE SOLUTIONS THAT EVOLVE THROUGHOUT THE CYCLES OF WEALTH. WHEN YOU ARE CREATING, ENHANCING, PROTECTING, OR PREPARING TO DISTRIBUTE WEALTH, SOLUTIONS MUST BE SIMPLE, FLEXIBLE AND SOUND.

BUSINESS SUCCESSION TO THE ENTREPRENEURIAL FAMILIES WE SERVE, THEIR BUSINESS IS NOT ONLY A SOURCE OF PRIDE, BUT ALSO A VALUABLE SOURCE OF WEALTH AND INCOME. IT IS OFTEN THE LARGEST ASSET CLASS ON THEIR BALANCE SHEET, AND AS SUCH WE MAKE IT THE CENTER OF OUR ATTENTION. WE HAVE EXTENSIVE EXPERIENCE IN IDENTIFYING AND MANAGING STRUCTURAL RISKS, WHICH ARE OFTEN OVERLOOKED. BUILD THE BRIDGE CONTACT US

PASSION IS THE FOUNDATION OF OUR BUSINESS.
VISIONARY THINKING AND CONTINUOUS INNOVATION
ALLOW OUR SOLUTIONS TO EVOLVE ALONGSIDE OUR CLIENTS NEEDS.