What is Morris + D'Angelo?
Morris + D'Angelo operates as a boutique CPA firm, specializing in sophisticated financial services tailored for high net worth families and their associated entities. Their offerings encompass comprehensive Family Office Services, including luxury engagement, private equity introductions, strategic tax optimization strategies, and robust wealth preservation solutions. Beyond family office functions, the firm provides essential financial services such as tax return preparation, accounting, and expert consulting. With a commitment to customized solutions, Morris + D'Angelo assists clients with complex areas including transfer pricing, business economics, and the maximization of operational profits.
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
What's next for Morris + D'Angelo?
The recent strategic investment in Morris + D'Angelo signals a phase of potential expansion and enhanced service delivery. As a firm catering to high-net-worth individuals and entities, this capital infusion is likely to bolster its capacity to offer advanced family office services, refine tax optimization strategies, and strengthen wealth preservation initiatives. The firm's focus on customized financial solutions suggests that future growth will involve deepening client relationships and potentially broadening its advisory scope within private equity and business economics, leveraging this new backing to solidify its market standing.
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