Tony Vecino is the chair of the Private Client Group, where he advises and assists high net worth individuals and families in achieving their wealth transfer, asset preservation, and business succession planning goals, while minimizing exposure to taxes and tending to non-tax objectives.
Behind the technical description of his work, Tony occupies a position of extraordinary trust and responsibility with respect to his clients – helping them protect and build on the fruits of their life’s work and their family legacy. His work is, by definition, multigenerational, often spanning a long continuum of service to the families with whom he works.
Tony also advises individual and institutional fiduciaries and trust and estate beneficiaries regarding estate and trust administrations in both judicial and non-judicial contexts. He provides legal and tax advice relevant to the matters at hand to help these clients understand the issues and processes they face and to prepare them for the decisions they’ll be required to make. He also assists clients with federal gift and estate tax returns, and has substantial experience in successfully resolving tax controversies with the IRS and other taxing authorities.
As a trusted advisor in the family wealth planning context, the foundation of Tony’s role is developing a deep understanding of each family’s overall dynamic as well as the individual personalities to serve as the basis for developing a rapport and lasting working relationship with the various family members. Based on this, he gains a keen understanding of their wealth transfer goals and other concerns and can then advise on strategies to address those objectives.
In doing so, Tony brings his considerable and broad expertise to bear on his clients’ needs. He integrates the family’s goals with his deep knowledge of federal, state, and local tax laws, property tax laws, general business law, and a wide range of sophisticated estate planning strategies and experience with non-tax matters. This expertise provides his clients with a comprehensive understanding of the legal, tax and business issues that impact the goals and specific situations they face to protect what matters most, and plan for their futures.
- Best Lawyers in America, Trusts and Estates (2017-2023)
- Northern California Super Lawyers in the area of Estate Planning & Probate (2012-2022)
Memberships and Affiliations
- California State Bar Taxation Section Executive Committee, former editor of the California Tax Lawyer
- Past Co-Chair of the Professional Advisors Council of The San Francisco Foundation