92 results for author: Daniel Morris


The Upside of Today

"The Problem is We Keep Making the Same Mistakes" - Yogi Berra Amongst the doom, gloom, and sequestering during our current COVID-19 pandemic are vast opportunities. Our collective “Family Office” perspective for Ultra-High-Net-Worth families must consider how best to rearrange holdings and allocations given our disrupted world order. In startup terms, it is time to pivot. Profits are a function of risk. Value is derived from aligning affordable risk with a proper time horizon. Great business models fail if operated too long or for too short. Families ride with our economic tides whose wealth is never immune to the general forces of a ...

Happy New Year! Morris + D’Angelo Celebrating 25-Years and a New Decade Providing High-Level Financial Services Preserving Multi-Generational Family Wealth

Morris + D’Angelo provides assistance for people who are considering global expansion, most commonly into the United States. Morris + D’Angelo is a boutique cross-border Financial Services firm that specializes and serves Multi-Generational Family-Based enterprises and their owners. Daniel Morris leads the firm’s Business Structuring, Taxation Strategies, and Related Services Currently celebrating our 25th anniversary, Morris + D’Angelo has been providing high-level Financial Services for both families and entrepreneurs to determine how and where they should operate, expand, consolidate and associate their earnings; this includes their ...

So You Want to Start a Business in the United States of America?

I’m about to embark across the “Pond” to present at the IAPA International conference in Manchester, England regarding “Facilitating International Business”. My topic is about starting or expanding a foreign business in the United States of America titled “So, You Want to Start a Business in the USA”. “Business is a lot like sex…" Whenever I present to global audiences about entering or expanding their USA business operations, I am reminded of a statement by a high school senior student from South Eugene, Oregon during the final round at a University of Oregon speech tournament where the response to a question about business ...

Regulating Gender Stereotypes

The other day I read this headline from the New York Times; “U.K. Bans Advertisements Depicting Gender Stereotypes” and just like that, I became a victim of today’s Modern Headlines. At first blink I found this statement to be intriguing in its meaning. I am unclear about my opinion at this moment as to the long-term value of this regulatory action. I also understand that overt “harmful” stereotyping could lead to more unwanted behavior and too frequently has the “real” effect of limiting “those” people’s opportunities. So, what actual role do advertising and marketing have in this conversation? I don’t know. Will the ...

Family Advise: Dynamic Change in Family Businesses

The challenges family businesses have of providing effective tax and business advice to entrepreneurial and family-based enterprises Family challenges are certainly situational as no two are alike. The most common test for professionals is confirming the family is aware of their situation. Entrepreneurs are doers and they are hyper-focused on achieving measurable results and rarely invest in activities that require one of them to reflect and ponder their future. Inherent conflicts exist among the generations as to where to invest the family attention and the outcomes they desire, and what legacies need to be maintained. Add to this the ...

Rules Today Mean an Understanding of Political Nomenclature

In the modern business-world, anticipating the future requires an understanding of political nomenclature and chaos. The world recently changed for many business owners in the United States. If you’ve historically conducted a successful business in the U.S., you better keep your eyes and ears open on the latest legislative developments. Good governance and in particular tax legislation has always been about ways to increase revenues at all times without killing the “golden goose”. Nobody wants to pay and everybody wants more things; so the pendulum swings from corporate to the individual to global. The challenge we have today is that ...

Espionage: Competitive Intelligence

Foreign interference of our elections reminds me of cigarette package warnings; expressly described and consciously ignored by its users and adopters. I have often wondered if the Surgeon General’s warning has ever prevented smoking? Even the European versions that use horrific pictures of smoking’s dangers likely lack true preventive aspects. Note: I am not suggesting that anti-smoking campaigns, health education, government projects, social pressures, etc. haven’t impacted smoking, I am sure they have; rising prices and sin taxes simply may have been as effective. I raise the topic of Smoking-Warnings as a corollary to the recent and ...

Our Customers Believe in What We Believe

Seldom do our Customers hire us because of what we do or how we do it At Morris+D'Angelo, We look for Customers that fit within our “Why” At Morris + D’Angelo we pride ourselves on providing Freedom and Liberty for our customers; the ability for you and your families to expand and explore and engage the way they want to engage with limited interference to choose and attain their personal goals. We also believe that entrepreneurs are the continuing factor to our strong future in the world. Family entrepreneurs are very special because they are often multi-generational. We will cover that in the next article. Our priorities are ...

A Call for Mindfulness in Our Modern World

I love people, all kinds of people. I’m as near as I can recall a fourth generation White Male of European (Polish Ancestry) decent that we know of on my Mother’s side (circa 1896). It's time for us to promote thoughts of mindfulness. As you know I am frequently traveling around the world with most of my travel time spent in Europe and Asia. My travels allow me to experience and absorb different cultures and beliefs that suggest and determine how people might behave. I have friendships with all types of people with different and sometimes opposing perspectives on how one should live their lives. I believe that opinions are personal and ...

Consider: Blockchain Uses in Transportation

Blockchain, Distributed Ledger Technologies (DLT), and other “Modern” methods of transparent financial transactions have been at the top of my mind this year as it probably has yours too with all the latest headlines we’ve been reading. Blockchain technology is well known for use with cryptocurrencies; however, it has broad potential in applications beyond that of banking and financial services. It is being evaluated for uses in the transportation industry where it has potential benefits ranging from more efficient business transactions to increased tracking capabilities of cargo across all modes: maritime, trucking, aviation, and freight ...