Barclay Breland is a boutique family office services provider delivering the following services through a non-traditional platform by seasoned professionals:
Trust and Estate Planning
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. As a Registered Investment Advisor, we follow the fiduciary standard, meaning any and all recommendations Barclay Breland makes for a client is in their best interest, going above and beyond just a suitable option. We also pride ourselves in being able to quickly provide unique and alternative investment opportunities should the needs of our clients change over time.
Our Goals & Objectives are to:
Eliminate Costly “Gaps” in Tax & Estate Planning by getting all of the family’s advisors working together as a team
Improve Transparency and Reduce Fees
Organize and Coordinate our families’ financial relationships and provide integration and oversight over all their advisors
Provide due diligence and recommendations on all recommended financial products, services and strategies
Develop strategies to achieve a family’s financial objectives through our network of highly skilled professionals across all disciplines
Have no conflict of interest in alignment of goals
Educate our families on aspects of their wealth including investments, philanthropy, governance, and generational planning
The Fine Print: Copyright 2019 Barclay Breland Family Office. All rights reserved. Barclay Breland Family Office is a Registered Investment Adviser. Advisory services and securities are only offered to clients or perspective client where Barclay Breland Family Office and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Barclay Breland Family Office unless a client service agreement is in place.