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 residency and how to optimize their taxable income.
Providing these services through holistically driven approaches, Morris + D’Angelo relies on open communications, strong cross-professional relationships, fixed and value-based pricing, unfettered openness to new ideas, integration of technology and family in order to execute multi-generational planning, objectives, and outcomes.
This is one of the many financial services Morris + D’Angelo offers for their customers. Morris + D’Angelo customers often find that the Firm often exceeds their expectations and outcomes.
Supporting all Global Regions and Expansion Particularly into the United States
At Morris + D’Angelo, we also provide assistance for people who are considering global expansion, most commonly in the United States. However, we support all global regions through our internal expertise combined with our global network of affiliates, partners, and colleagues. In addition to this, we also provide wealth preservation measures including estate and inheritance related services, multi-generational planning, trusts, and associated structures designed for both compliance in our more regulated and nuanced economic order.”
Providing the firm with the platform to deliver this level of service, is the experienced, committed and dynamic team that forms the backbone of Morris + D’Angelo. When discussing the internal culture, Daniel is keen to highlight the significant role the Firm’s team plays in the overall success for their Customers.
“Each of our team members at Morris + D’Angelo is active in all customer relationships, operating as a ‘Firm’ and never as a singular ‘Silo-Based’ professional. The supermajority of financial services firms operate as roommates and rarely share their true skills and expertise across their entire platform that other firms offer their customers. At Morris + D’Angelo, we operate as a single entity with 100% of our resources dedicated to serving our customers.”
Over the years, much of Morris + D’Angelo’s success has revolved around their award-winning combination of their open thinking and nimbleness allowing them to act quickly and effectively; quick to understand, and support pivoting when facts and circumstances change. Our process allows each member of Morris + D’Angelo to be open to the opinions of others, and fluid to the wonders of new ideas, technologies, and methods.
As for what the future holds for the firm, the team at Morris + D’Angelo are set to expand the business into the Triangle Region of North Carolina (Raleigh/Durham, North Carolina) in early 2020, and are also likely to expand into South Florida (greater Miami) as well.
“With these two additional locations, we will have a total of five offices, providing our Customers with three on the West Coast and two on the East Coast USA. Additionally, we are expanding our international relationships by way of our memberships with IAPA (International Association of Practicing Accountants), STEP (Society of Trust and Estate Practitioners), and the British-American Chamber of Commerce.
“Ultimately, business at Morris + D’Angelo is great, and we are always open to new, impressive, and innovative opportunities to assist our customers, their families, and their enterprises that allow or help them sleep better at night knowing that their interests, dreams, and wishes pertaining to their wealth preservation is in the forefront of our hearts and minds.”
(l-r) via Flicker.com, Kasra Afzali (San Jose), Ian Sane (Portland, Oregon), and UNC School of the Arts (North Carolina)
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