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
-Structuring assets to aid tax planning
-Wealth protection structures

Retirement Planning

Cash Flow Analysis
-Cash flow projections
-Income statement

Family Governance Solutions
-Board development 
-Support with legacy protection
-Family constitution setup
-Family council meeting support

Insurance Planning
-Insurance policy Evaluation 
-Implementing new insurance policies
-Long-term care expense mitigation

Risk Management
-Anti-fraud services
-Cyber risk services
-Audits & assessments for operational risks

Asset Protection

Tax Planning
-Tax return preparation
-Quarterly tax projections
-Audit representation
-Strategies for charities, capital gains, AMT, and tax law changes 

Estate Planning
-Wealth transfer and estate plan modeling
-Estate plan evaluation
-Marital contract planning
-Support with drafting testaments/last wills 

Legacy Planning
-Succession planning
-Continuity of the company

Philanthropic Planning
-Establish giving strategy
-Advisory on charitable planning vehicles 

Accounting Services
-Cash management (bill pay, cash flow, budgeting, etc.)
-Payment of invoices and taxes
-Balance sheet
-Evaluation of net worth

Real Estate Advisory
-Establish property portfolio
-Property acquisition support
-Property management
-Real estate financing support

Private Foundation Structuring
-New foundation creation, administration, and governance
-Existing foundation implementation
-Monitor compliance and due diligence
-Tax prep and filing
-Financial and grant reporting

Asset Acquisition

Trustee and Corporate Services
-Family shareholding management
-Trust and foundation setup, administration, and coordination


Annual advisory fees for Family Office Services range from $25,000 – $50,000.