Brad Barros

Brad Barros brings over 37 years of leadership experience in risk management to resolve complex issues and pioneer industry advancements. His extensive experience includes founding and steering various life and casualty insurance carriers that focus on developing curated solutions for challenges that others have found to be intractable.

Brad is a co-founder and the President of Specialty Assurance Group, Ltd., a modern private placement life insurance company. Brad and his partners formed Specialty Assurance Group to solve challenges that they faced themselves as entrepreneurs with successful eight, nine, and ten-figure exits. The insurance carrier offers curated PPLI solutions for an exclusive clientele of sophisticated families and family offices who share similar requirements for institutional-grade wealth preservation strategies.

As co-founder of Specialty Wealth Advisory, LLC, Brad and his partners develop bespoke planning strategies, drawing on insights from over 1,500 client engagements to deliver truly customized solutions—an N of 1 approach for each family's unique requirements.

Brad is the Global PPLI Strategist for a family office association serving over 2,000 families. As a faculty member at the Exit Planning Institute, he teaches professionals what actually works when conventional approaches fall short.

Brad is passionately committed to philanthropy, actively supporting the B+ Foundation and Casey Cares Foundation in fighting childhood cancer. As a former Global Ambassador for XPRIZE Family Counsel, he believes that the most impactful answers to serious challenges often require counterintuitive thinking. As Brad likes to say, "Nobody ever invented anything by following a 'how-to' list."