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 clearly developed around providing world-class services and options to a select group of customers. Unlike traditional firms that charge by the hour and have a shotgun approach to customer attraction, selection, and retention, we utilize a more sniper-driven process.
Our customers share the following characteristics:
- They are family driven enterprises, meaning we do not seek publicly held companies, non-profit associations, or most regulated type enterprises.
- They are multi-jurisdictional, meaning they are or will be operating across both state and national borders and they require what we term “deep generalists” that understand the complexities associated with global enterprises and who personally have developed networks of qualified advisors to assist in local matters while having a coordinated professional at the helm of global design, compliance, and outcomes.
- They frequently have family offices where we are the advisors to the family to help them achieve success in their coordinated endeavors
- They will likely be invested in real estate as developers, landlords, commercial operators, property managers, and similar real property business activities
- They will be engaged in technology-driven enterprises as investors, inventors, executives, and advisors.
- They will be profitable at levels that can afford our services and where there is ample cash flow to execute enhanced business operations
- They are awesome people. They contribute to the well-being of their communities, they respect others, they promote good citizenship, and they are pleasant to spend time with. We invest in their success. Accordingly, we avoid toxic personalities
Daniel frequently provides Media Content via Workshops, Podcasts and Printed Articles on topics like Bitcoin and Cryptocurrency, Wealth Preservation and Planning, Global Banking and many other high-level financial topics that serve and demonstrate the Value of our Global Network that should be of interest to those who need Private High-Wealth Services.
If you would like Daniel to speak to you or your Professional Group and bring clarity about the new frontier of the new business tax law changes. Please contact us.
Morris+D’Angelo is the industry leader for many High-Wealth Customers and Organizations.
503.749.6300 – Portland Office
408.292.2892 – San Jose Office