PLEASANTON, Calif. (May 5, 2021) – Sensiba, a leading San Francisco Bay Area accounting and business consulting firm, announces the appointment of Practice Leader, Tom Crotty to expand the firm’s Family Office Practice.
“Family Office is one of the fastest growing segments in the world, yet over 70% of families dissipate their wealth by the third generation.” said Crotty, “My goal in joining Sensiba is to take our practice to the next level and create a framework that delivers the insight, structure, and guidance that the families need to be part of the 30% that create a lasting legacy and maintain their wealth past the third generation.”
“Tom has a deep history of bringing value and leadership to the businesses and families he’s worked with. His appointment as our Family Office Practice Leader is an important step in expanding our Family Office Practice and building upon the tax and consulting services we provide,” said Consulting Partner-in-Charge, Frank Balestreri “We are excited for the expertise, impact and forward thinking approach Tom brings to the team, our firm and most importantly, our clients.”
Crotty has over 40 years of experience serving family offices and family businesses. He combines his CPA background with high-energy leadership, strategy, management expertise, and communication to drive growth and success for his clients. He has worked extensively with multi-family offices, and businesses in the professional services, contracting, mortgage banking, distribution, and nonprofit industries.
Tom received his MBA from UCLA Anderson Graduate School of Management, and his BSC in Finance from Santa Clara University. He currently serves on the Board of Catholic Community Foundation. He has also served as the President of the Board for Catholic Charities of Santa Clara County and as Chair of the Board for the Montalvo Art Center in Saratoga, CA.