Who We Are

Midland Family of Companies

Midland Trust is a leading custodial services provider focused on self directed IRA accounts and private fund custody services. Since 1994, Midland has focused on providing clients with as many opportunities as possible to defer or eliminate taxes. With thousands of satisfied clients and billions of dollars in assets under administration, Midland possesses the experience and knowledge to assist clients nationwide with their financial goals.


Midland Trust Company is a South Dakota publicly chartered trust company.


Midland IRA, Inc. is a nationwide IRA and private fund custody servicing company.


Midland 1031 is a nationwide Qualified Intermediary service provider.


A document preparation and service company for small businesses, nationwide.

Our Mission Statement

Midland opens opportunities in the alternative investment market and makes investing easy.

Employee Owned


Midland became an employee-owned company in December 2019. Our 60+ employee-owners take pride in helping our customers in their journey to financial success because, not only does it propel Midland and its clients forward, but it ensures their own financial success.


Our Goals

  1. Develop and Appreciate Our Employees
  2. Target and Win Business
  3. Provide Professional. Personal Service
  4. Operate With unrelenting Efficiency
  5. Trust and Respect One Another Without Reservation. We Are One Midland.

Our History

Midland began as a two-person accounting firm on Sanibel Island. We have grown to a specialized service trust company. We have offices and clients nationwide.


CPA Firm (Island Financial Services in Sanibel, FL)


Began Offering 1031 Exchanges


Became an IRA Administrator


Began Offering Individual 401(k) Plans.


Became Midland IRA, Inc.


Became a Trust Company / IRA Custodian (Midland Trust Company)


Began Offering Private Fund Custody, Document Custody, Escrow Services.


Began Offering Single-Member LLC Set-Up Services.


Launched Midland Forms for Single & Multi-Member LLC Set Up, Partnership or Corporation Set-Up, and EIN, Registered Agent, Annual Renewal, S Election, and More Small Business Services

Midland Serves Its Communities

Midland and its staff donate time and money to charity table causes that support their communities.

Official Company Photo

Meet Our Team

Midland has the most responsive team in the self-direction industry. Get to know your Midland team and its leaders.

Join Our Team

Midland offers a variety of careers. Learn about our culture and benefits. Apply to an open position today.