Posts by Tom Crotty
Senior Manager, Family Office Practice Leader
Tom Crotty brings 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 in multi-family office, business and professional services, contracting, mortgage banking, distribution, and nonprofit industries.
Tom aims to provide clients with timely, accurate, and relevant information they need to make sound, proactive decisions about their future. Since no two family offices are alike, he takes time to assess each client’s goals, understand their current situation, and provides a clear, concise path forward. Whether your family office is looking to secure, grow, and sustain their wealth, or transition to the next generation, Tom can develop an effective strategy.
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. On the weekends, you can find Tom reading a book or enjoying a long walk on the trails with his spouse.
Insight
![Family business with family members in photo](https://sensiba.com/wp-content/uploads/2024/05/Sensiba_FO_Family-Office-Tech-Transition_Web-300x180.png)
Family Office Technology Transitions
Insight
![](https://sensiba.com/wp-content/uploads/2023/06/Blog-Keyword-or-Title-5-300x171.png)
Risk Mitigation in Family Offices: Effective Strategies for Internal Control
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Blog-Keyword-or-Title-13-300x171.png)
Why Are K-1 Forms Often Delayed?
Insight
![A person with their hands on their head distressed.](https://sensiba.com/wp-content/uploads/2023/04/Blog-TitleKey-Word-26-300x180.png)
How a Family Office Helps Busy CEOs
Insight
![4 people around 1 person holding a piece of paper.](https://sensiba.com/wp-content/uploads/2023/04/Blog-TitleKey-Word-25-300x180.png)
Protect Family Assets by Shifting to a Family Enterprise Mindset
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Blog-Featured-Images-5-300x200.png)
Five Imperatives to an Effective Family Office
Insight
![a person stacking blocks](https://sensiba.com/wp-content/uploads/2023/04/Blog-TitleKey-Word-16-300x180.png)
Simple Steps for Setting Up a Family Office
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Blog-Featured-Images-300x200.png)
4 Critical Areas to Explore Before Setting Up a Family Office
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Creating-a-Virtual-Family-Office-300x171.jpg)
What You Need to Know About Virtual Family Offices
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Copy-of-Blog-Featured-Image-Template-3-300x200.png)
Creating an Effective Family Office Structure
Insight
![Three people with ones person's arms around the others.](https://sensiba.com/wp-content/uploads/2023/04/Blog-TitleKey-Word-13-300x180.png)
Do Your Business and Family Office Need Separate CFOs?
Insight
![a group of people standing in front of a person looking at the camera](https://sensiba.com/wp-content/uploads/2022/02/Blog-TitleKey-Word-5-300x180.png)
Why the Right Quarterback is Critical to Your Family Office
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Untitled-design-1-1-300x171.png)
Choose the Right Family Office Accounting Software to Eliminate Financial Complexity
Insight
![](https://sensiba.com/wp-content/uploads/2023/04/Tips-for-Eliminating-Scope-Creep-from-Your-Family-Office-300x171.jpg)