Barclay Breland Family Office

Overview

The firm describes entrepreneurs, families and foundations as client groups.¹ It says it serves families with significant wealth through existing advisors or its network of strategic relationships.¹ BBFO provides wealth planning and investment management.¹

History

BBFO states that Christopher Breland Kelly and Thomas Barclay Walker founded the firm in 2010.¹ Chris Kelly’s biography says the firm grew from his experience with doctors at Johns Hopkins Medical Center in 2003.³ The biography identifies Wealth Management of Palm Beach as BBFO’s predecessor.³

Timeline

1. 2003Chris Kelly’s biography says the firm grew from his experience with doctors at Johns Hopkins Medical Center in 2003.
2. 2010BBFO states that Christopher Breland Kelly and Thomas Barclay Walker founded the firm in 2010.

Leadership

Chris Kelly is Founder and CEO.³ His biography says he began working in the investment industry in 1995 with Merrill Lynch’s Private Client Group and Bank of America’s Investment Services.³ Gregg Brant, CFP® APMA®, is Wealth Advisor, and his biography says he began his finance career in 2009.³ Lisa Wozney is Client Relations Manager, with experience in client servicing, business development, compliance and partner relationships.³ She holds a Bachelor of Science degree in Mathematics from the University of Wisconsin Madison.³ Gwen Cook is Office Manager and joined BBFO in 2021.³ Sullivan Kelly is Head of Human Resources.³

Services

BBFO’s onboarding process includes reviewing financial statements and investments, clarifying client values, needs and goals, preparing an individualized Investment Policy Statement, setting an asset allocation strategy, determining liquidity needs, establishing distributions, and creating online access to statements and reports.¹

The firm coordinates each family’s advisors so planning and investments align with client values and objectives.² It says this coordination aims to increase transparency, reduce fees and improve tax efficiency while helping advisors work as an integrated team.²

Its wealth management work includes reviewing risk and return, asset allocation, asset location, sub advisor performance and embedded investment management fees.² BBFO prepares Investment Policy Statements covering strategic and tactical asset allocation.² The firm says it prefers direct investment in individual securities when possible and seeks to maintain control over liquidity and tax consequences.² It recommends sub advisors to implement investment strategies.²

Estate plan review and monitoring are listed among its services.² The firm evaluates property, casualty and life insurance for personal risk or liability.² Personal financial consulting covers short term and long term goals, household spending and saving plans, credit issues, debt reduction, expense reduction, net worth and debt to income ratios.²

BBFO also provides 401(k) advisory services.² This work includes selecting, monitoring and optimizing plan fund lineups, helping employees choose 401(k) investments, and providing one on one advice.² The firm performs quarterly investment and plan reviews and monitors ERISA compliance for 401(k) clients.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Private and alternative investments

Client focus

The firm identifies entrepreneurs, families and foundations as clients.¹ It says its work is designed for families with significant wealth and can be delivered alongside existing advisors or through strategic relationships.¹

Investment philosophy and approach

BBFO states that fiduciary responsibility is its top priority.¹ The firm says its approach emphasizes transparency and fulfilling clients’ wealth goals and objectives.¹ It describes advisor coordination as a way to align planning and investments with client values and objectives.² The firm also says it prefers direct ownership of individual securities when possible and seeks control over liquidity and tax consequences.²

FAQs

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Sources

1. Barclay Breland Family Office About page , accessed October 23, 2026.
2. Barclay Breland Family Office Services page , accessed October 23, 2026.
3. Barclay Breland Family Office Team page , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.