Fernando Pou

Fernando J. Pou is the Founder and Managing Partner of Passerelle Partners, an independent advisory firm serving ultra-high-net-worth families, entrepreneurs, family offices, and their trusted advisors. He is a private banker with more than 20 years of experience specializing in advanced insurance and wealth-planning strategies.

Passerelle Partners is an independent advisory firm founded by Fernando J. Pou, serving ultra-high-net-worth families, entrepreneurs, family offices, and their advisors. The firm manages approximately $13 billion of insurance structures and $6.5 billion of institutional financing.

Mr. Pou specializes in sophisticated insurance solutions, estate planning, business succession, and institutional financing strategies, delivering customized, balance-sheet-oriented plans that help families preserve wealth and create liquidity.

Before founding Passerelle, Mr. Pou held senior leadership roles at EFG, as a Senior Vice President focused on wealth management for U.S. and international markets, and at UBS AG, where he served as a Director in the Private Bank and later as the Andean Region Country Representative in Bogotá, Colombia.

Mr. Pou earned his Bachelor of Science in Finance from DePaul University and holds Series 7 and Series 66 securities registrations, along with a Life, Health, and Annuities insurance license.

The firm serves ultra-high-net-worth families, entrepreneurs, family offices, institutions, and professional advisors, delivering creative wealth solutions through a discreet, client-centric experience.

It is an approach that structures a family's assets, liabilities, insurance, and financing together to preserve wealth, create liquidity, and support long-term goals — the type of customized strategy for which Mr. Pou is recognized.

Through advanced insurance structures, estate planning, business succession, and institutional financing, the firm helps ultra-high-net-worth families preserve wealth, create liquidity, and build lasting legacies across generations.