Barclay Breland Family Office (BBFO) is a Multi-Family Office located in Jupiter, FL. Founded in 2010 by Christopher Breland Kelly and Thomas Barclay Walker, our family office provides complete Wealth Planning and Investment Management to entrepreneurs, families and foundations. Utilizing our existing advisors or through our own network of strategic relationships, BBFO provides comprehensive wealth planning solutions for families with significant wealth.
As a new client joining the Barclay Breland family, our advisors will work with you to:
Review all financials and investments
Clarify your values, needs and goals
Create an individualized Investment Policy Statement
Finalize an asset allocation strategy
Determine your liquidity needs and set up distributions
Create online account access for statements and reports
At Barclay Breland, we make our fiduciary responsibility to our clients our top priority. The relationships we build with them reflect their confidence and trust that our approach to managing their wealth is centered around them, remaining transparent and committed in fulfilling their goals and objectives for the wealth they have created.
For more on our Founder's vision and how Barclay Breland came to be, please watch the video below.
Barclay Breland Family Office is an investment adviser located in Jupiter, Florida. This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor. Legal disclosures