Barclay Breland is a boutique family office services provider delivering the following services through a non-traditional platform by seasoned professionals:
Investment management
Trust and Estate Planning
Risk management
Our mission is to develop your family’s ideas and aspirations into active planning and execution, connecting passion with purpose and reveling in the process. We follow the fiduciary standard that promotes trust, integrity and the highest level of client-focused service.
Our Goals & Objectives are to:
Identify Costly “Gaps” in Tax & Estate Planning by getting all of the family’s advisors working together as a team
Increase Transparency and Reduce Fees
Organize and Coordinate our families’ financial relationships and provide integration and collaboration with all their dedicated legal, accounting and insurance professionals ("advisors")
Provide due diligence and recommendations on all financial products, services and strategies
Develop strategies to achieve a family’s financial objectives through our network of highly skilled professionals across all disciplines