Barclay Breland is a boutique family office services provider based in Jupiter, Florida. Its seasoned professionals help families organize and coordinate their financial relationships through a non-traditional platform, bringing family members and their legal, accounting, insurance, and other advisors together. The firm offers investment management, trust and estate planning, and risk management services. Its mission is to turn families’ ideas and aspirations into practical planning and execution, connecting passion with purpose throughout the process.

Working to a fiduciary standard, Barclay Breland emphasizes trust, integrity, and client-focused service. Its goals include identifying potential gaps in tax and estate planning, increasing transparency, reducing fees, and coordinating advice across a family’s professional team. The firm also provides due diligence and recommendations on financial products, services, and strategies, and develops approaches intended to support each family’s financial objectives through a network of professionals across disciplines. Advisory services are offered through Sowell Management, a registered investment adviser.