Morris + D’Angelo

Luxury Financial Services for High Net Worth Families

Morris + D'Angelo provides comprehensive financial services to high net worth families and their related entities. Their Family Office Services offer tailored opportunities and solutions in areas such as luxury engagement, private equity introductions, tax optimization strategies, asset protection, wealth preservation, family governance, and associated services. Additionally, they provide general financial services including tax return preparation, accounting, consulting, and advisory services. This enables families to make informed decisions about their financial well-being, while also ensuring the security and growth of their assets. By partnering with Morris + D'Angelo, high net worth individuals can access a range of sophisticated financial solutions designed to meet their unique needs. From San Jose to New York, the firm has established a strong presence across multiple locations.