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. At Morris+D'Angelo, they provide financial services in preparing tax returns, accounting, and consulting and advisory services.
Their services extend beyond typical financial services to include valuations for tax purposes, international and domestic transfer pricing (SALT), business economics, benchmarking, peer group competitive intelligence, license and research, government expert witness and audit support, operational transfer pricing and profit maximization, internal tax department coaching, and transfer pricing software implementation. They are affiliated with the International Association of Practicing Accountants (IAPA), an international network of independent financial firms servicing customers on six continents.
Boutique firm supporting sophisticated needs of high net worth families
Family Office Services with coordinated customized opportunities and solutions
Beyond typical financial services with specialized offerings like transfer pricing and business economics
International network through IAPA servicing customers on six continents
Services
Family Office Services
Coordinated customized opportunities and solutions for high net worth families including luxury engagement, private equity introductions, tax optimization, asset protection, wealth preservation, and family governance.
Financial services in preparing tax returns, accounting, and consulting and advisory services.
Tax Return PreparationAccounting ServicesConsulting and Advisory
Valuations for Tax Purposes
Valuation services specifically for tax purposes.
Tax Purpose Valuations
Transfer Pricing (SALT)
International and domestic transfer pricing services including operational transfer pricing and profit maximization.
International Transfer PricingDomestic Transfer PricingSALTOperational Transfer PricingProfit Maximization
Business Economics and Benchmarking
Business economics, benchmarking, peer group competitive intelligence, license, and research services.
Business EconomicsBenchmarkingPeer Group Competitive IntelLicense and Research
Government Expert Witness and Audit Support
Expert witness services and audit support for government engagements.
Government Expert WitnessAudit Support
Credentials & Certifications
International Association of Practicing Accountants (IAPA)
Reviews
Rating
1
★☆☆☆☆
Reviews
1
Frequently Asked Questions
What types of clients does Morris+D'Angelo serve? +
High net worth families and their related entities.
What are the key service areas of Morris+D'Angelo? +
Luxury Engagement, Private Equity Introductions, Tax Optimization Strategies, Asset Protection, Wealth Preservation, Family Governance, and Associated Services.
Does Morris+D'Angelo offer international services? +
Yes, they are part of the International Association of Practicing Accountants (IAPA), an international network servicing customers on six continents, and offer international transfer pricing services.
What financial services are provided beyond typical offerings? +
Valuations for tax purposes, international and domestic transfer pricing (SALT), business economics and benchmarking, government expert witness and audit support, operational transfer pricing and profit maximization, internal tax department coaching, and transfer pricing software implementation.
Where are Morris+D'Angelo's office locations? +
San Jose, San Francisco, Los Angeles, Portland, Ann Arbor, and New York.