MD
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About
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. The firm provides financial services in preparing tax returns, accounting, and consulting and advisory services.
At a glance
Serves San Jose, CA
✓ Licence verified — CA
registry, no. 6057 Built from the firm's public website · last checked Aug 2026 Work here? Claim this profile