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
Cash Flow Analysis
Family Governance Solutions
Real Estate Advisory
Private Foundation Structuring
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.