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 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
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