关于 Tom Crotty

Tom Crotty brings over 40 years of experience serving 家庭办公室s and family businesses. He combines his CPA background with high-energy leadership, 策略, management expertise, and communication to drive 成长th and success for his clients. He has worked extensively in multi-家庭办公室, business and professional services, 承包, 抵押贷款银行业务, 分布, and nonprofit industries. Tom aims to provide clients with timely, 准确的, and relevant information they need to make sound, proactive decisions about their future. Since no two 家庭办公室s are alike, he takes time to assess each client’s goals, understand their current situation, and provides a clear, concise path forward. Whether your 家庭办公室 is looking to secure, 成长, and sustain their wealth, or transition to the next generation, Tom can develop an effective 策略. 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. 在周末的时候, 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 家庭办公室? Regain Control with These Tips

What is Scope Creep in 家庭办公室? 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 |2021-12-03T16:30:57-05:002021年11月17日,|类别: 博客, 家庭办公室, Tom Crotty|0评论

Reduce 家庭办公室 Accounting Complexity by Choosing the Right 软件

Prioritize Your Accounting 软件 One of the most effective ways for a 家庭办公室 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 [...]

Five Imperatives to an Effective 家庭办公室

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

By |2021-11-10T15:55:52-05:002021年8月10日,|类别: 博客, 家庭办公室, Outsourced Accounting, 软件, Tom Crotty|评论了 on Five Imperatives to an Effective 家庭办公室

4 Critical Areas to Explore Before Setting Up a 家庭办公室

As families and their professional advisors begin discussing the potential benefits of creating a 家庭办公室 to manage their affairs, a number of challenges need to be considered to ensure the office meets the family’s goals. 确定你的[...]

By |2021-11-10T13:06:29-05:002021年7月6日,|类别: 博客, 家庭办公室, Tom Crotty|评论了 on 4 Critical Areas to Explore Before Setting Up a 家庭办公室

Shifting from a 家庭办公室 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 |2021-11-10T13:38:54-05:002021年6月22日,|类别: 博客, 家庭办公室, Outsourced Accounting, Tom Crotty|评论了 on Shifting from a 家庭办公室 to a Family Enterprise Mindset

Creating an Effective 家庭办公室 Structure

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

By |2021-11-10T17:09:39-05:002021年6月2日,|类别: 博客, 房地产 & 信任, 家庭办公室, Tom Crotty|评论了 on Creating an Effective 家庭办公室 Structure
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