Issue 12 2019

Acquisition International - Issue 12 2019 33 Sep19129 Morris + D’Angelo is a boutique cross-border firm specializing in servicing family-based enterprises and their owners. We caught up with Managing Director, Daniel D Morris who provided us with a glimpse into the innerworkings of the ‘Leading Business Structuring and Taxation Optimization Advisory of the Year’ for the state of California. Protecting Your Financial Future or more than two decades, Morris + D’Angelo has been facilitating both families and entrepreneurs to determine how and where they should operate, expand, consolidate and associate their earnings, residency and taxable income. Providing these services through holistically driven approaches, Morris + D’Angelo relies on open communications, strong cross- professional relationships, fixed and value-based pricing, unfettered openness to new ideas, integration of technology and family in order to execute multi-generational planning, objectives and outcomes. This is only just one of the many services the team at Morris + D’Angelo offer to their clients. Going into further detail about some of the other areas the firm specializes within, Daniel begins by informing us about a couple of the diverse range of services to ensure that they fulfil their clients’ requests and exceed their expectations. “Here at Morris + D’Angelo, we provide assistance for people who are exploring global expansion, most commonly into the USA. However, we support all global regions though our internal expertise combined with our global network of affiliates, partners, and colleagues. In addition to this, we also provide wealth preservation measures including estate and inheritance related services, multi-generational planning, trusts, and associated structures designed for both compliance in our more regulated and nuanced economic order.” Providing the firm with the platform to deliver this level of service, is the experienced, committed and dynamic team that forms the backbone of Morris + D’Angelo. When discussing the internal culture, Daniel is keen to highlight the significant role the team plays in the overall success of the firm. “Each one of our team members are active in all customer relationships, operating as a ‘firm’ and never as ‘silo-based’ professionals. The supermajority of firms operate as roommates and rarely share their true skills and expertise across their entire platform. At Morris + D’Angelo, we operate as a single entity with 100% of our resources dedicated to serving our customers.” Over the years, much of Morris + D’Angelo’s success has revolved around their award-winning combination of their open thinking and nimbleness. The extraordinary team are quick to understand and support pivoting when facts and circumstances change. Alongside this, each member of the firm is open to the opinions of others, and fluid to the wonders of new ideas, technologies, and methods. As for what the future holds for the firm, the team at Morris + D’Angelo are set to expand the business into Raleigh/Durham, North Carolina in late 2019, and are also likely to expand into South Florida (greater Miami) as well. Signing off, Daniel reveals more F about the firm’s plans of expanding the business in the years to come, as well as touching on how the team are welcome to new opportunities which may come their way going forward. “With these two additional locations, we will have a total of five offices, with three on the USA west coast and two on the USA east coast. Additionally, we are expanding our international relationships via our memberships with IAPA, STEP, and the British-American Chamber of Commerce. “Ultimately, business at Morris + D’Angelo is great, and we are always open to new, impressive, and innovative opportunities to assist our customers, their families, and their enterprises sleep better at night knowing their interests are in the forefront of our hearts and minds.” Contact: Daniel D Morris, CPA, CGMA, TEP Company: Morris + D’Angelo Address: 1046 W Taylor Street, Suite 200, San Jose, California, 95126, United States of America Telephone: 1-408-292-2892 Web Address:

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