For Attorneys

Expertise & Client Advocacy

Searching for a trusted comprehensive resource to recommend to your clients can become an overwhelming and time-consuming task. Let us help your clients resolve issues when it comes to their households, properties and family offices. Our 37 years of experience and award-winning service platforms can quickly assess problems and provide fast solutions for your clients.

Business transparency and confidentiality are our trademarks.


Client Projects We Have Recently Resolved:

“My client has concerns about her household employees using social media while they are at work. She thinks they are posting images of the interior of the house. What can we do?”

“Is there a rule of thumb on how to hire safely?”

“I have a client who recently purchased a large working ranch. They want to add staff, including horse wranglers, and provide staff housing. Can we team up to help them and give them some numbers?”

“Can you make some suggestions on a retirement amount for a housekeeper. My client did not set up a retirement account, and they are looking for a good number?”

“My father recently passed, and I would like to help my mom better manage their two properties, but we need help understanding any security concerns, the cost of some small renovations, and employing workers. Could you help us? ”

“I have several clients with aging parents. The families are having difficulty with the transition and conversations around this sensitive topic. Would it be possible to have a conversation with them and talk through their options?”

“We would like to understand the difference between employment screenings and background checks versus employment screenings and background investigations. Do you recommend one over the other?”

“I am looking for ‘family’ expertise. We can not agree on how to manage our dad’s living alone and his care. He is pushing back on everything we come up with, and we know that he cannot live in that big house by himself. When could we schedule a call?”

“I have a client in VA who wants to exit an employee who has been with them for over 20 years. The employee holds all the household and property information on his personal laptop. When asked for the information, the employee refused. My clients do not want a struggle or for this to go public; they just need an easy resolution. We heard you can help us with this type of situation. When can we connect?”

“The parents of a very dear client are showing very early signs of dementia. Unfortunately, my client lives 2000 miles away from the family estate. How can we suggest options for their care?”


Testimonials

Testimonials

Colin

“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”

New York, New York & Dublin, Ireland

Elva

"Teresa thankfully came into my life just after the loss of my husband. I appreciate all she has done for me and my extended family. Teresa is a very knowledgeable and kind person."

Racine, Wisconsin

Hannah

"Teresa stepped in to help us with an uncomfortable child care hire and managed the employee's exit. Teresa hired a perfect Educator Nanny for our growing family who happily travels with us all over the world. Teresa has my family's highest recommendation."

Testimonials are direct quotes from our clients, however their likeness and names are confidential


Testimonials

Colleen

“Teresa solved a complicated vendor over-billing problem. Teresa's office contacted the vendor on our behalf and resolved the issue in less than two weeks. A highly effective and professional team."

Scottsdale, Arizona Baja, California

Abigale

“Teresa is our advisor and guidepost, providing practical solutions for our family office staff and vendors. She is a master at navigating important relationships. My family and I highly recommend this firm—very easy to work with.”

Richmond, Virginia, Fort Worth, Texas, Cumberland, Maine

Elva

"Teresa thankfully came into my life just after the loss of my husband. I appreciate all she has done for me and my extended family. Teresa is a very knowledgeable and kind person."

Racine, Wisconsin

Testimonials are direct quotes from our clients, however their likeness and names are confidential


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