Family Office Services

Sensiba offers family office services for your distinct needs. Our enterprise-level approach provides your family office with timely, relevant, and accurate reporting, internal controls, accounting support, and CFO insight so you can make informed decisions.

Our Process

Family Office

Jun 29

Assess Your Needs

Our Family Office Services are designed for you. We’ll assess gaps your current processes might have and create proactive solutions to address them.

Jun 29

Streamline Your Family Office

Whether you need to update your technology, a detailed plan for your cash flows, or assistance with taxes, we can streamline your family office. We’ll develop operational and internal controls designed to mitigate fraud, maximize your wealth, and maintain your legacy. Our team will handle the day-to-day so you can focus on what’s important to you.

Jun 29

Meet Your Financial Goals

Your goals will change with time, and we’ll change with you. With Sensiba, you’ll have a complete and streamlined picture of your finances and strategies you can use for years to come.

Service Offerings

Accounting and Reporting

Reporting starts with understanding your family’s information requirements for critical decision-making. We’ll track assets and liabilities to establish your net worth, including personal use assets, investment portfolio assets, real estate investment assets, and legacy-oriented assets. We manage bill pay to ensure accuracy and provide robust, user-friendly reporting to guide decisions.

Internal Controls

We’ll review the controls you already have in place, recommend improvements, and monitor their implementation. Fraud and malfeasance plagues almost 30% of family offices, but suitable internal controls will provide checks and balances designed to help mitigate this risk.

Technology Consulting and Implementation

Our team is well-versed in various technology solutions used throughout family offices. We’ll first evaluate what you’re currently using and then provide recommendations based on your needs. Our implementation team will ensure you have suitable systems in place to see your complete financial picture while reducing manual tasks that slow down your operations.

Cash Management

Understanding your cash flow sources and requirements will go a long way to ensuring you achieve your goals. We’ll help orchestrate budgeting to eliminate your cash management headaches. We can work closely with your family and your wealth advisors to help ensure there are few, if any, surprises.


An operational review will examine your annual plan for insurance reviews, technology assessments, key advisor meetings, and balance sheet reviews with key advisors and family members. Small changes to operational behaviors, like setting standing meetings, can make a big impact on your family office’s operations.

Tax Consulting and Compliance Preparation

Our tax professionals can review your current strategies and advise ways to reduce your tax burden. Our services are designed to make collecting tax information as painless as possible.We work closely with you and your tax advisors to integrate technology that will consolidate your portfolio information, enabling you to mitigate taxes through tax loss harvesting and reducing overall risk.

Private Wealth

Accounting and financial reporting, trust and estate planning, and tax strategies to support your family’s needs today and preserve your long-term legacy.


Related Family Office Resources


Risk Mitigation in Family Offices: Effective Strategies for Internal Control


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How a Family Office Helps Busy CEOs


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Protect Family Assets by Shifting to a Family Enterprise Mindset


Five Imperatives to an Effective Family Office


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Simple Steps for Setting Up a Family Office


4 Critical Areas to Explore Before Setting Up a Family Office

Let's talk about your project.

Whether you need to unravel a complex challenge, launch a new initiative, or want to take your business to the next level, we’re here. Share your vision and we can help you achieve it.