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LACG welcomes Global PPLI Strategist Brad Barros to its Trusted Experts Directory
by Donna Mercine-Peršak, Los Angeles Consulting Group
Los Angeles, CA — Los Angeles Consulting Group (LACG) has expanded its Trusted Experts Directory, welcoming Bradley Barros, Co-Founder and President of Specialty Assurance Group, Ltd. and Specialty Wealth Advisory, LLC, as one of its featured experts.
The Trusted Experts Directory was developed to give the family office and investment community access to vetted professionals who demonstrate both deep technical expertise and a values-based approach to collaboration. Each expert has been carefully selected through LACG’s internal review process, guided by the firm’s long-standing principles of trust, transparency, and shared purpose.
Kathleen Tepley (left) and Brad Barros (right) at one of the events in 2019
“We’re seeing continued curiosity around PPLI,” said Kathleen Tepley, Founder and CEO of LACG. “We aim to respond to that curiosity by connecting the community with credible, experienced voices. The Trusted Experts Directory was built on our belief that the right expert is not only skilled but aligned with how we serve our community. Having experts like Brad available ensures our community can learn from professionals who combine technical depth with a genuine commitment to collaboration.”
Barros brings nearly four decades of experience in Private Placement Life Insurance (PPLI), a structure gaining attention among families and advisors exploring complex wealth transfer and business exit strategies. His inclusion supports LACG’s goal of providing credible educational perspectives on sophisticated financial tools.
Brad Barros (third from the left) was one of the speakers at the Family Office & Private Wealth Management Forum West 2025 by Opal Group in Napa Valley
“The LACG community represents some of the most thoughtful family stewards I’ve encountered,” Barros said. “If my experience can help someone think through their situation more clearly, that’s time well spent. I’m here when a sounding board is useful.”
Through this growing directory, LACG continues to strengthen its educational mission, connecting the community with practitioners whose expertise encourages informed, principle-based decision-making.
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