Is Scope Creep Running Rampant in Your Family Office? Regain Control with These Tips

What is Scope Creep in Family Office? Scope creep is the gradual addition of more and more activity, such as the need to manage an expanding array of entities or generations of the family. Expectation creep, a form of [...]

By |2021-12-03T16:30:57-05:00November 17th, 2021|Categories: Blog, Family Office, Tom Crotty|0 Comments

Reduce Family Office Accounting Complexity by Choosing the Right Software

Prioritize Your Accounting Software One of the most effective ways for a family office to improve efficiency and reduce complexity is selecting the best accounting software for its needs. While popular accounting software such as QuickBooks is suitable for [...]

By |2022-01-12T17:55:45-05:00September 13th, 2021|Categories: Audit, Blog, Family Office, Outsourced Accounting, Sage Intacct, Software, Tom Crotty|0 Comments

Five Imperatives to an Effective Family Office

It’s amazing how basic each of these five items sound, and yet often one or more are not present in family offices.  The result is frustration by the family, stress in the team, and a high likelihood that families [...]

By |2021-11-10T15:55:52-05:00August 10th, 2021|Categories: Blog, Family Office, Outsourced Accounting, Software, Tom Crotty|Comments Off on Five Imperatives to an Effective Family Office

4 Critical Areas to Explore Before Setting Up a Family Office

As families and their professional advisors begin discussing the potential benefits of creating a family office to manage their affairs, a number of challenges need to be considered to ensure the office meets the family’s goals. Identify what you [...]

By |2022-01-14T13:41:50-05:00July 6th, 2021|Categories: Blog, Family Office, Tom Crotty|Comments Off on 4 Critical Areas to Explore Before Setting Up a Family Office

Shifting from a Family Office to a Family Enterprise Mindset

A common mistake made by many high-net-worth individuals and families is failing to treat their family’s financial affairs as a business entity in their own right. Managing the business of the family’s assets is a critical practice that demands [...]

By |2021-11-10T13:38:54-05:00June 22nd, 2021|Categories: Blog, Family Office, Outsourced Accounting, Tom Crotty|Comments Off on Shifting from a Family Office to a Family Enterprise Mindset

Creating an Effective Family Office Structure

One of the most important factors in determining the success and effectiveness of a family office is creating a structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors such the [...]

By |2021-12-28T12:06:09-05:00June 2nd, 2021|Categories: Blog, Estate & Trust, Family Office, Tom Crotty|Comments Off on Creating an Effective Family Office Structure

Sensiba San Filippo LLP Expands Family Office Practice with the Addition of Tom Crotty

PLEASANTON, Calif. (May 5, 2021) - Sensiba San Filippo LLP (SSF), 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 [...]

By |2022-01-13T13:02:26-05:00May 5th, 2021|Categories: News, Tom Crotty|Comments Off on Sensiba San Filippo LLP Expands Family Office Practice with the Addition of Tom Crotty
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