What is Morris + D'Angelo?
Morris + D'Angelo operates as a specialized CPA firm, offering comprehensive Family Office Services tailored to the intricate needs of affluent individuals and their related entities. Their expertise spans luxury engagement, private equity introductions, advanced tax optimization strategies, and robust wealth preservation planning. Beyond family office functions, the firm provides essential financial services including tax return preparation, accounting, and strategic consulting, with a particular emphasis on customized solutions in areas such as transfer pricing, business economics, and operational profit maximization.
How much funding has Morris + D'Angelo raised?
Morris + D'Angelo has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Morris + D'Angelo
PPP
Public-Private Partnership
What's next for Morris + D'Angelo?
The substantial capital infusion, particularly the recent strategic investment, positions Morris + D'Angelo for enhanced service delivery and potential expansion within the high-net-worth financial advisory sector. This funding is likely to fuel advancements in their bespoke wealth management and tax optimization offerings, reinforcing their commitment to sophisticated clients. The firm's focus on private equity introductions and operational profit maximization suggests a strategic direction aimed at deepening their advisory capabilities and broadening their market reach.
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