Thinking Outside the Box: Insurance Solutions for Families

Fernando Pou is the Founder and a Managing Partner of Passerelle Partners, a boutique wealth advisory firm catering to entrepreneurial families, assisting them with their investments, estate planning and business-succession solutions. Fernando leads Passerelle’s Private Client segment and holds a leadership role in all firm activities.

Fernando is a seasoned private banker with more than 20 years of experience, specializing in premium finance life insurance solutions. He has worked with various private banks, catering to both U.S. and international families.

Given his expertise in insurance, banking, and international client management, Fernando spearheads all complex structuring matters at Passerelle. Fernando is fluent in English and Spanish.

Rino Schena is a Partner at Passerelle Partners, where he manages the firm’s family office practice, advising clients with complex balance sheets and significant asset levels on investment, contingency planning, and wealth preservation solutions.

Prior to joining Passerelle Partners, Rino spent more than 20 years in the financial industry, serving in various management positions at JP Morgan, UBS, Credit Suisse, Invesco Global Asset Management and Royal Bank of Canada. In January of 2015, Rino started a single family office for the chairman of a NYSE listed company and founder of a private equity firm, and was responsible for managing the family office for 5 years.

Rino earned his MBA from Emory University in Atlanta and is fluent in English, Spanish, Italian, German and French.

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