Florida-based · RIA & Family Office Specialist

Your Operations, Handled.

Michol Corp Florida delivers end-to-end middle office operations, DTC settlement, performance composites, and tax services — for Registered Investment Advisors and family offices.

What we do

Comprehensive operations for RIAs and family offices

From trade settlement to tax strategy, we handle the operational complexity that slows firms and families down.

Middle Office Operations

Seamless trade support, reconciliation, and operational oversight between front and back office.

DTC Settlement

Accurate, timely Depository Trust Company settlement management for your firm's transactions.

Investment Performance Composites

GIPS-aligned composite construction and performance reporting that stands up to scrutiny.

Family Office Services

Dedicated operational support for family offices — consolidated reporting, bill pay, and coordination.

Tax Services

Strategic tax planning and compliance tailored to the unique needs of investment advisors and their clients.

Consulting Services

Operational consulting to help RIAs build scalable, efficient, and compliant business infrastructure.

Why Michol Corp Florida

The operational partner built for RIAs

01

Florida-based, client-focused

We operate from Florida with a singular focus on Registered Investment Advisors and family offices — our expertise is deep, not broad.

02

End-to-end operations

From settlement to composites to tax, we cover the full operational stack — one partner, complete coverage.

03

Strategic, not transactional

We think beyond the task at hand. Every engagement is an opportunity to strengthen your firm's long-term infrastructure.

Ready to simplify your operations?

Let's talk about your operations.

Whether you're an RIA scaling your firm or a family office seeking operational precision — we'd like to hear from you.