Sensiba

Wealth that survives past the third generation is the exception, not the rule. Sensiba's Family Office Practice was built around that specific problem, with Practice Leader Tom Crotty bringing over 40 years of experience serving family offices and family businesses. His background combines CPA credentials with strategy and management advisory, targeting the governance and structural gaps that most accounting relationships never reach.

For family offices evaluating Sensiba, the relevant services cluster around several distinct needs:

• Tax planning and compliance, including K-1 coordination across complex pass-through structures
• Audit and assurance for fund and entity structures, with a noted track record serving venture capital and private investment vehicles
• Consulting on entity structure, wealth transfer, and multi-generational planning
• ESG and sustainability advisory, including GHG assurance and regulatory disclosure support

Sensiba operates from offices in San Ramon, San Jose, San Mateo, Fresno, Bend, Dublin, and Sydney, and holds recognition as a Certified B Corporation. The firm ranked in Accounting Today's Top 100 for 2025 and has won ClearlyRated's Best of Accounting Diamond Award for five consecutive years. One client testimonial directly references the firm's audit and tax coverage across five fund cycles, with the reviewer noting they recommend Sensiba to GP peers.

The Family Office Practice is a named but not prominently featured division within a broader mid-market accounting firm. Families requiring a dedicated family office platform, consolidated portfolio reporting, or investment management will need to source those capabilities elsewhere. Pricing is not publicly disclosed. This is a better fit for operating families, family-backed businesses, or smaller family offices seeking an integrated tax, audit, and advisory relationship from a single firm with demonstrated multi-generational focus.

• Family office tax planning and compliance
• Audit and assurance for fund and investment structures
• Multi-generational wealth transfer and entity structuring
• K-1 coordination for pass-through investment vehicles
• ESG and sustainability advisory and reporting
• Governance and consulting for family-owned businesses

• Family Office Practice with dedicated practice leader
• Tax strategy and compliance for complex structures
• Audit and assurance services for investment vehicles
• GHG emissions accounting and assurance
• ESG and sustainability reporting aligned to global frameworks
• Governance, risk, and compliance advisory
• SOC 1 and SOC 2 readiness and audit support
• Penetration testing and vulnerability assessments
• ISO/IEC 27001 and 27701 certification services
• Fractional CSO services for sustainability

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals, Fund Managers.

Reports and dashboards can be customized for individual needs. Custom fields and rules are leveraged for better data governance.

Direct partner and team access; proactive outreach for compliance deadlines and planning opportunities noted in client reviews