About Us
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:
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 are 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.
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 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 are 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.
The Fine Print:
Copyright 2023 Barclay Breland Family Office. All rights reserved.
Investment advisory services offered through PVG Asset Management Corporation, an SEC Registered Investment Advisor, doing business as Barclay Breland Family Office, LLC. Advisory services and securities are only offered to clients or perspective clients where PVG Asset Management 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.
ADV Part II
Form CRS
Privacy Policy
Copyright 2023 Barclay Breland Family Office. All rights reserved.
Investment advisory services offered through PVG Asset Management Corporation, an SEC Registered Investment Advisor, doing business as Barclay Breland Family Office, LLC. Advisory services and securities are only offered to clients or perspective clients where PVG Asset Management 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.
ADV Part II
Form CRS
Privacy Policy