1 result for tag: STEP Seattle


Our Private Wealth Advisory Services Just Reached a New High-Level

As the only American and one of 16 Global Honorees (one of two in the Western Hemisphere), Daniel Morris has recently earned his Wealth Advisory Services Post-Professional Graduate Diploma (PPGD). The PPGD was a year-long program held at the University of Oxford and is designed for Senior Leadership that emphasized the interrelationships necessary to best advise Multi-National, Multi-Generational, and Privately-Owned Enterprises and their families. The Morris+D’Angelo Accounting and Financial Services Firm has already navigated cross-border estate issues in Italy, the United States, India, England, and Switzerland. The Master classes ...