The work behind
the name.
Morris+D’Angelo is a boutique firm supporting the sophisticated needs of high net worth families and their related entities with Family Office Services of Coordinated Customized Opportunities and Solutions in areas of Luxury Engagement, Private Equity Introductions, Tax Optimization Strategies, Asset Protection, Wealth Preservation, Family Governance, and Associated Services. Our division, Bespoke Economics provides economic analysis, regional and local economic impact reports, valuations in support of M&A, estate planning, management incentives, and lending. At Morris+D’Angelo, we provide financial services in preparing tax returns, accounting, and consulting and advisory services. Beyond Your Typical Financial Services Valuations for Tax Purposes International and Domestic Transfer Pricing (SALT) Business Economics, Benchmarking, Peer Group Competitive Intel License, and Research Government Expert Witness and Audit Support Operational Transfer Pricing and Profit Maximization Internal Tax Department Coaching, and Transfer Pricing Software Implementation We are proud members of IAPA (a global accounting and legal network in order to support multi-national enterprises) We are NGLCC Certified as an LGBTQ+ owned supplier.