What we do
Operations built for RIAs and family offices.
Michol Corp Florida delivers the full operational stack for Registered Investment Advisors and family offices — from trade settlement to tax strategy, handled with precision and strategic depth.
01
Middle Office Operations
The connective tissue of your firm.
We manage the critical layer between your front office and back office — trade support, reconciliation, position management, and operational oversight. Our middle office services eliminate the friction that slows RIAs down and creates compliance risk.
What's included
- Trade support and order management
- Daily portfolio reconciliation
- Position and cash management oversight
- Corporate action processing
- Custodian data aggregation and normalization
02
DTC Settlement
Accurate settlement, every time.
Depository Trust Company settlement demands precision and timeliness. We manage the full settlement lifecycle for your firm's transactions — reducing fails, resolving exceptions, and ensuring your books reflect reality at all times.
What's included
- DTC settlement management and monitoring
- Trade fail resolution and exception handling
- Settlement confirmation and reconciliation
- Broker-dealer coordination
- Regulatory reporting support
03
Investment Performance Composites
Performance reporting that stands up to scrutiny.
We construct and maintain GIPS-aligned investment performance composites that give your clients and prospects confidence in your track record. From composite definition to dispersion analysis, we handle the methodology so you can stand behind the numbers.
What's included
- GIPS-aligned composite construction and maintenance
- Performance calculation and attribution
- Composite dispersion and statistical analysis
- Benchmark selection and comparison
- Client and prospect performance reporting
04
Family Office Services
Dedicated support for complex wealth.
Family offices require a level of operational care that goes beyond standard RIA support. We provide consolidated reporting, bill pay coordination, entity management support, and the operational infrastructure that high-net-worth families expect.
What's included
- Consolidated multi-account and multi-entity reporting
- Bill pay and cash flow management
- Investment account aggregation
- Entity and ownership structure support
- Coordination with legal, tax, and estate advisors
05
Tax Services
Strategic tax planning for advisors and their clients.
Tax strategy is inseparable from investment strategy. We provide tax planning and compliance services tailored to the unique needs of RIAs and their clients — from tax-loss harvesting coordination to entity-level tax preparation.
What's included
- Tax-loss harvesting strategy and coordination
- Entity-level tax preparation and compliance
- K-1 and partnership tax support
- Year-end tax planning and projections
- Multi-state tax compliance
06
Consulting Services
Build the infrastructure your firm deserves.
Whether you're launching, scaling, or restructuring, Michol Corp Florida provides the operational consulting to help you build a firm that runs efficiently and compliantly. We assess your current state, identify gaps, and implement the systems and processes that support long-term growth.
What's included
- Operational infrastructure assessment and design
- Technology selection and implementation support
- Compliance workflow development
- Vendor and custodian relationship management
- Scalability planning for growing RIAs
Ready to strengthen your operations?
Tell us about your RIA or family office and we'll identify where Michol Corp Florida can make the biggest impact.