Holly Agbayani

Holly Wong Agbayani



+1 (650) 251 8325

Leave a messagearrowCreated with Sketch.

Holly is a tax principal in Baker Tilly’s private wealth practice. She has more than 30 years of experience working with high-net-worth individuals, executives, business owners, attorneys, medical practitioners, financial advisors and families with multigenerational wealth. She works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.

  • Leads tax planning for high-net-worth individuals
  • Advises clients on trust, gift and estate services, including trust planning, lifetime transfer planning, wealth transfer and tax analysis
  • Provides strategic stock option tax planning
  • Helps clients with marital dissolution planning
  • Advises clients on charitable trust planning
  • Assists with fiduciary trust accounting
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Society of Trust and Estate Practitioners (STEP) – Silicon Valley Chapter
  • Santa Clara County Estate Planning Council
  • Foothill – De Anza Foundation, Board member


Mountain View, CA


Bachelor of Science in Commerce, emphasis in accounting
Santa Clara University