Who we are and what we stand for...

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, 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