Tom Crotty

Family Office Practice Leader at Sensiba San Filippo LLP with over 40 years of experience serving family offices and family businesses.

Family Office is one of the fastest growing segments in the world, yet only 30% of families succeed in preserving their wealth through the third generation. One of the key reasons for this success is having a family enterprise mindset. Our goal at Sensiba San Filippo is to create a framework that delivers the insight, structure, and guidance that families need to create a lasting legacy.

I combine my CPA background and family business experience with high-energy leadership, strategy, management expertise, and communication to drive growth and success for clients. I have worked extensively in multi-family office, business and professional services, contracting, mortgage banking, distribution, and nonprofit industries.

Sensiba San Filippo provides families with timely, accurate, and relevant information needed to make sound, proactive decisions. We also tailor technology to meet the level of complexity for each family office. Since no two family offices are exactly alike, we thoughtfully assess each client’s goals, understand their current situation, and provide a clear, concise path forward. Whether your family office is looking to secure, grow, and sustain your family’s wealth, or transition to the next generation, we can develop and help execute an effective strategy