Identifying and Resolving Risk Concerns For Home and Family Office
Insurance professionals are often the unsung heroes of a client’s inner circle of trusted advisors. Experienced risk managers will immediately introduce their clients to Teresa Leigh Home + Family Office for expert advice and support.
Do you have an expert guide to help your clients?
How We Serve The Client
- Supporting client service managers
- Best practices
- Hiring strategies
- Compensation and benefits
- Problem solving sensitive issues
- Hiring trusted staff
- Advisory support
- Identifying the problem
- Team building
- Conflict resolution
Client Projects We Have Recently Resolved
“A household employee told the employer she hurt herself while working in the home. She wants to take time off from work and wants to be paid for days off. Can the employee be let go if she is not available to work?”
“What is the best way to help homeowners who have domestic workers understand the value of workers’ compensation? Isn’t it a mandatory requirement for homeowners?”
“My client seems to have considerable drama and turnover of their property and house staff. We see this as an expensive and high-risk situation. I was told you are the person to talk to. When can we connect?”
“My client wants to hire a live-in caregiver for their mom. But the mom does not want anyone living in or on her property. My idea is for the employee to have the apartment over the carriage house, but they would have to move out in the summer when the client’s extended family comes to visit. What do you think of this idea?”
“My housekeeper says that after 15 years of working for me with no benefits, she wants a 50% pay raise or she is leaving me for another family. Hiring a new housekeeper would be cheaper wouldn’t it? Can we talk about this?”
“We have several aging clients who are becoming heavily dependent on their older household employees for daily care. Recently an employee seriously hurt her back while trying to lift the homeowner out of the bathtub, resulting in a settlement. What can we do to educate homeowners about these issues?”
“While my husband and I travel, I am certain the staff are using the pool and pool house. How do I tell them they should not be using our pool?”
“I needed an experienced property manager, so I hired a local retired golf course manager. However, after eight months, I really don’t think he understands the job. Can we talk about my options or should I just fire him?”
“My house staff also works at my businesses. I was told by my attorney that my household employees should not be on a company payroll. Where is the risk? What do we do next?”
“I never got around to making reference calls before hiring my personal assistant. He’s been with me for six months and I’m having second thoughts about this hire. I don’t feel I can trust his judgement. What do I do?”
“We would like to understand the difference between online background checks, employment screenings, and background investigations. Is it true these reports do not show worker’s compensation claims or employee terminations with cause?”
“We live in Venice Beach, California. We have several small mom-pop companies that provide services for our property. We recently learned that California views these ‘companies’ as our employees. Is this true?”
“My elderly client lives on a family ranch in a remote area of the country. I am very concerned about the number of employees that seem to come and go from his ‘ranch’. He now tells me several people are living on his property in guest cabins. His sister recently contacted me and voiced her concern about the possibility he has dementia.Can we talk through the risk issues with this situation?”
“Can I place a GPS tracking device on my personal assistant’s SUV? We give her a monthly stipend for errands and pay her mileage, but I think she is exaggerating her mileage number and overcharging us.”
“I just hired a wonderful nanny. We would like to pay her a generous salary and benefits but were told we can’t pay her a salary. What do you think?”
Testimonials
Testimonials
Mikhail
“We are a particular family. My friend made the introduction to Ms. Teresa. She is good listener, very respectful to my family, and smart person. She has helped my family have a good life. I send my friends to her good service.”
Bob
“Teresa has helped me more than she will ever know. I will be the first to admit I am not savvy when it comes to hiring and managing people. We have had great success with a number of projects. Excellent service. I refer this firm to all my friends.”
Edward
“Teresa offers us a safe place to talk through a variety of topics. We call her for insight, candor, and problem solving. My brother and I highly recommend Teresa. You’ll be in good hands.”
Rob
"I hired Teresa to help me with my 93-year-old mother. Teresa was able to get me through finding the right care for her and then hiring staff for my own homes. I cannot say enough kind words to express my appreciation for Teresa's excellent service and care for my mother."
Birgit
“My family office recommended Teresa. We have worked together on projects over the last 12 years. We value her advice. She is super chill to talk with. It’s a little like therapy, a pep talk, and problem solving all put together. I thoroughly enjoy our time together and look forward to our next Zoom call.”
Lance
“I hired Teresa Leigh's firm for advisory, staff management, and human resources. Teresa has incredible insight and understanding of our long-term goals. Simply put, a must have advisory firm."
Maryam
“I hired Teresa to help my mother and father on the hiring and day-to-day employment of caregivers and household staff. Teresa is a gem. She is patient beyond belief. My mom is so happy. My family gives her the highest recommendation.”
Candace
"Teresa is a life saver. She helped my husband and I resolve a number of sensitive staffing and vendor issues. Teresa is very easy to work with; we love working with her."
Raymond
"This firm is my first call for all things home and life. Teresa is exceptional at making sense of employee relationships. I'll be the first one to make a referral."
Emily
“I am a new mom of twin boys and one 10-year-old with special needs. Teresa is the wonder woman advisor in my life. She managed all the details so we could hire long-term helpers. I have Teresa on speed dial.”
Susan
“My word, where do I begin? Teresa has worked as an advisor for our family for over 15 years. She is wonderful at listening and understanding my problems; sometimes I can’t even vocalize them myself. An emotional issue we dealt with recently—my mom was doing great at the age of 81 and then she wasn’t. Teresa helped us to hire a full-time care team and communicated all the details with our family office. I thank God every day for her being in our lives.”
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
Betsy
"We have worked successfully with Teresa Leigh since early 2018. She is the expert advisor we needed on our team. She is amazing—recommend highly."
Shawn
“Whenever I have a concern or I am not 100% sure of what to do, I just run it by Teresa. After nine years and three houses, she knows me very well. This is the company to contact for property and staff expertise.”
Martha
“Teresa is one of the most authentic people I have ever met. Her counsel is honest, straightforward, and exceptionally insightful. Teresa comes highly endorsed by our entire team.”
Alana
“I love working with Teresa and her team, a highly professional group. We have been working with Teresa 11 years plus and would highly recommend their service.”
Beatrice
“Teresa Leigh is one of the best advisors our office has ever hired. Her counsel is incredibly helpful and offers us a new perspective. Our family office has five high-profile families with multiple homes all over the world. Our team would strongly endorse Teresa’s expertise.”
Pilar
“My husband and I were referred by a dear friend. We were struggling to care for my aging parents while dealing with renovation projects and were positive more than one vendor was double dipping on billing. Teresa and her team prioritized a project list and solved the problems. We even received a refund from a vendor. Thank God for Teresa.”
Sofia
"Teresa helped us get organized after we sold our company. We purchased a large working ranch, a beach house, and a tree house. Teresa managed all of our hires and payroll. Her team created a preferred vendors' list for each location and made a brilliant introduction to a celebrity horse trainer. This firm is truly best in class."
Annette
"We are so grateful for Teresa; having her as our advisor over the past few years has been a true gift and an amazing asset to our family office. Her years of knowledge and hands-on experience have assisted us greatly in the efficiency of our household staff and private estate management. We immediately developed a great rapport and partnership, and it’s only strengthened over the years. No matter the issue and/or concern, Teresa Leigh is always our first call and the expert on helping resolve the problem."
Anna
“Teresa is such a blessing to me and my late husband. I call on her for household property things, house staff, or if we need a local vendor. My family office hired Teresa as an advisor for other family members. I would definitely refer her company.”
Baneeta
"My husband and I are really low-key people but we love, love big houses. Fast forward two houses and a vacation condo later, and I didn't know it took so much of my day to be dealing with service vendors and scheduling their appointments. Teresa helped me understand either I am doing it or I need to hire someone to help me. We hired the staff she suggested, and we live a better life for it. Teresa is fabulous!"
Sam
“New houses, cars, crazy life—I needed help putting it all together. Management of people and projects ain't my thing. Teresa made it easy for me, and I can’t say enough good words about her. She is the best.”
Rome
“A word to describe Teresa is one badass advisor. There is no bull sh*t with her guidance. It's full-on straight talk. Teresa has successfully problem-solved the sh*t out of everything I have ever sent her. I would highly recommend contacting her.”
Anna
“Teresa has worked for me and my family office for over 11 years. We first hired her to help us resolve a rather unfortunate staff termination. It was mission accomplished in quick time minus the drama. Teresa is one of the family and knows us so well. My family and I would with great honor recommend her service.”
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."
Bradley
“Hands down the best advisor I have ever hired. They have helped me and my husband for over 11 years. Teresa and her team are truly unique in their ability to expedite flawlessly all the projects I send them. Teresa Leigh is my go-to advisor for home, vendors, and employees.”
William and Suzanna
“After my mother's debilitating stroke and my dad lost the car, we had no clue how to manage our parents care options. Teresa listened to our heartache, made sense of all the chaos, and provided quick solutions we were happy with. Very grateful for this wonderful service.”
Sarah
“My husband and I were referred to Teresa by our wealth advisor. We have a remote property with house and farm helpers. Since we hired Teresa in 2014, the turnover has stopped. We love working with her!”
Jamal
"Now that I have the best advisor I could have asked for, my complicated life is a lot less stressful. I love working with Teresa."
Testimonials are direct quotes from our clients, however their likeness and names are confidential
