Our family office provides complete Wealth Planning and Investment Management to entrepreneurs, families and foundations.
Barclay Breland Family Office (BBFO) is a Multi-Family Office located in Palm Beach Gardens, FL. Founded in 2010 by Christopher Breland Kelly and Thomas Barclay Walker, Barclay Breland is an employee owned fully independent family office services firm and a Registered Investment Advisor with the SEC.
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 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.
