About Tom Crotty

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.

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 |2021-12-03T16:55:15-05:00September 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 |2021-11-10T13:06:29-05:00July 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 family office structure that supports the family and its objectives. This is typically a personalized decision that addresses several factors [...]

By |2021-11-10T17:09:39-05:00June 2nd, 2021|Categories: Blog, Estate & Trust, Family Office, Tom Crotty|Comments Off on Creating an Effective Family Office Structure
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