FLEXIBLE SOLUTIONS TO MANAGE AND PERSERVE YOUR ASSETS

At Passerelle Partners we understand the efforts and sacrifices that our clients have made not only to create, but also maintain their wealth. We specialize in offering comprehensive solutions that evolve throughout the cycles of wealth.  Whether you are creating, enhancing, protecting, or preparing to distribute wealth, solutions must be simple, flexible and sound.

ESTATE PLANNING

At Passerelle Partners we offer solutions to meet the needs of your Estate Tax Mitigation, Endowment Planning, Legacy Planning, and Multi-Generation Structures. Whether you are utilizing a Family Foundation, Family Trust, Charitable Trust, Family Partnership or Life Insurance Trust, we can ensure that your assets accumulate over your lifetime, and are protected and preserved for the use you have intended.

BUSINESS SUCCESSION PLANNING

Properly identifying and managing operational risks that are inherent in a business is at the forefront of management and shareholders’ daily concerns. The same should hold true for the structural risks of the business—a concern that is often overlooked. We have extensive experience in structuring Buy-Sell Agreements, Liability Coverage Solutions, Family Governance and Estate Equalization plans for our entrepreneurial families.

EXECUTIVE COMPENSATION SOLUTIONS

We address the financial issues specific to business owners, corporate executives and highly compensated individuals. We advise on accessing and restructuring differed compensation plans and assets held in qualified accounts, minimizing the tax impact and increasing the value and transferability of these assets.

PHILANTHROPIC SERVICES

Our clients are committed to investing in their communities and in delivering a positive social impact. When it comes to your giving, we can assist you in identifying partnerships and structuring tax-efficient solutions, allowing you to put your philanthropic ideas into motion. Our mission is to enable more people to contribute to, and share in the rewards of giving.