Anthony R. Valluzzo
CFO & Owner
Tony focuses on estate planning, probate, and family business issues for both small and larger companies in the Bay Area and individuals throughout Northern California. He draws on his personal and professional business experience to advise on strategies involving business operations including real estate transactions, mergers and acquisitions, investments, divestitures, restructurings, and succession planning. His counsel frequently focuses on the blend of business decisions and personal matters involved in multi-generational enterprises and the transition of family legacies from one generation to the next. Clients rely on Tony’s comprehensive knowledge of estate planning to shepherd complex business arrangements and sophisticated wills and trusts through the complexities of probate.
Entrepreneurial Background
Attesting that he was bred for business, Tony comes from a long line of entrepreneurs. He thrives on the challenge to succeed that drives all aspiring start-ups to become great ventures. Tony learned business from his father who took the risk of bringing his southern family business to the Pacific Northwest. A little more about that southern family business – Tony’s grandfather left his profession as a dentist in Michigan to venture south to join what was then merely a start-up restaurant led by Ray Kroc of McDonald’s fame.
Business Acumen Bolstered by Legal and Economic Knowledge
The confluence of nature and nurture inspired Tony to acquire the educational toolkit to transform his clients’ innovative concepts into successful business ventures. He blends the skills of a lawyer trained in tax law and estate planning with a keen understanding of business issues garnered at the London School of Economics. Tony serves diverse client needs from the fast pace of start-ups to the measured trajectory of successful ventures sustained across various stages of the business life cycle. He consistently finds innovative ways to help businesses succeed, resolves thorny legal issues, and ensures that personal interests are protected for clients ranging from individuals to multi-generational businesses.
Estate Planning for the Long Haul
Tony guides clients throughout their lives on personal and financial matters. His focus on designing estate plans for high-net worth individuals encompasses strong experience in complex trust administration. Families and individuals turn to Tony for the solid legal strategies that preserve wealth for generations and continue individual legacies. He adeptly navigates the complexities of legal concerns for life, including power of attorney and healthcare directives. He puts wills, trusts, and sophisticated planning tools in place to achieve individual and family goals and provide peace of mind. Structures include:
- Charitable interest trusts
- Defective grantor trusts
- Grantor retained annuity trusts
- Irrevocable trusts
- Irrevocable life insurance trusts
- Special needs trusts
- Tax planning trusts
Education
- Santa Clara University School of Law, J.D.
- London School of Economics, MSc
- Seattle University, B.A.
Awards and Accolades
Recent Presentations
In the Community
- Boy Scouts of America, Assistant Scout Master