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Tony Yu
President & Board Member
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BIO
Tony Yu is the 2nd Generation Owner and President of DSG Business, Tax, & Wealth Planning, a consulting firm that advises high net worth families on Wealth Protection and Succession. Tony is also the Managing Attorney of DSG Wealth & Trust Law, a DSG-affiliated company which helps those same clients with estate planning design and implementation.
Tony was a Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US, and also a clerk at the Los Angeles Probate Court. Tony holds over 16 professional certifications, including CA Attorney, CPA, Certified Financial Planner™, and Chartered Property Casualty Underwriter.
Tony actively serves and strives to deliver a greater impact to the Asian Community, via:
DSG integrates Trust Law + Accounting + Insurance + Financial Planning to help clients with Business Protection, Tax Planning, Wealth Succession, and Immigrant Wealth Planning.
Tony was a Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US, and also a clerk at the Los Angeles Probate Court. Tony holds over 16 professional certifications, including CA Attorney, CPA, Certified Financial Planner™, and Chartered Property Casualty Underwriter.
Tony actively serves and strives to deliver a greater impact to the Asian Community, via:
- Asian Pacific Community Fund, Board Chairman
- Taiwanese American Lawyers Association, President
- Asian Pacific CPA Association, President
- Taiwanese American Chamber Commerce, Ass. Sec.
DSG integrates Trust Law + Accounting + Insurance + Financial Planning to help clients with Business Protection, Tax Planning, Wealth Succession, and Immigrant Wealth Planning.
