Wealth Preservation Group LLC

Broad Reach Partners is a Durham-based company that specializes in providing customized risk management solutions for entrepreneurial companies and high net worth families. With a creative bespoke philosophy, they offer captive insurance consulting, innovative reinsurance options, and custom investment and wealth management services through their affiliated companies. Their integrated and comprehensive captive management services help clients navigate risk transfer options and regulatory compliance issues, ensuring tailored solutions that align with their objectives.

As pioneers in the field, Broad Reach brings the benefits of reinsurance to captive insurance companies, diversifying risk, increasing underwriting profit, and optimizing capital reserves. They also focus on building made-to-measure approaches that precisely fit within clients' risk budgets and capital objectives, offering exceptional access to non-generic investment opportunities. With a track record of guiding clients through fluctuating markets and changing tax and legislative climates, Broad Reach Partners is trusted for their informed, personalized, and high-performance risk management services.

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