Broad Reach Partners

Broad Reach Capital: Family Wealth

Creative Strategies for Business Owners and  Family Offices

Broad Reach provides integrated wealth advisory and family office services for qualified individuals, business owners, key executives and multi-generational families.  We understand that high net worth individuals and families are confronted with an ever growing need for creative strategies and solutions to accomplish their financial vision.  Through our strategic relationships with industry specialists, we are able to provide a flexible long term plan addressing key concerns of our clients.

Our Approach

We embrace a family office approach when working with our clients.  We go beyond simply investing wealth but rather we evaluate the entire estate and seek to optimize the relationship and inter-dependency of business value, income, return, taxation and wealth transfer.  Our approach requires a deep commitment to understanding the goals and values of each of our clients.

Alternative Investments

Through Quantum Capital LLC, our wholly owned FINRA member Broker/Dealer, we offer our qualified clients access to direct investment opportunities through venture investing and private placements.  These types of programs offer the qualified investor the opportunity for greater diversification, lower correlation and the ability to participate in less generic market opportunities.



Investment Strategy

Asset Management

Business Continuation

Estate Distribution and Transfer

Leveraged Insurance Programs

Risk Management

Trust Revitalization