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Private Client Services

Since November 1996 through the Private Client Services Group MIDDLEFIELD® makes available comprehensive personal financial advisory and management services to investor clients.

Whether it be in the area of tax planning, education funding, retirement planning, investment management, cash and debt management or estate planning, our mission is to assist our clients in attaining their personal financial goals. These goals can range from wealth accumulation to protecting existing assets. The scope of our involvement may extend from a one time financial "check-up" to a long-term consulting and management relationship.

MIDDLEFIELD® Private Client Services works closely with its clients to develop and implement workable and effective personal financial strategies. Clearly understanding our clients' complete financial picture enables us to ensure that their decision making process is effective and time efficient.

Our consultants have a wide range of experience with individuals and corporations and we specialize in working with investors, executives, professionals and business owners. Services include:

  • Cash flow analysis, planning and management
  • Tax planning and tax return preparation
  • Investment planning and management
  • Retirement and estate planning and structuring
  • Transition planning and management for business owners
  • Structuring and arranging financing, insurance, wills, personal contracts
  • Structuring and arranging estate freezes, holding companies, trusts, foundations
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