At FPL Capital Management, we offer a variety of family office services to better service your needs.
Our family office package provides the following services:

Investment Management, Monitoring, and Reporting

Multi-Generational Wealth Planning

Retirement Planning

Cash Flow Analysis

Family Governance Solutions

Insurance Planning

Risk Management

Asset Protection

Tax Planning

Estate Planning

Legacy Planning

Philanthropic Planning

Accounting Services

Real Estate Advisory

Private Foundation Structuring

Asset Acquisition

Trustee and Corporate Services


We charge a flat annual fee per participant. The fee will never increase as plan assets grow (like with most advisors who charge an assets under management fee). Plan fees start at $2,500.

Request a Family Office Plan Estimate

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