A Confidential and Comprehensive Advisor Resource
Wealth managers have the enormous task of managing their clients wealth and oftentimes listening to their struggles with personal concerns, staffing or property issues. We can quickly assess the problem and provide the simplest, best solutions for the client.
Business transparency and confidentiality are our trademarks.
Do you have an expert guide to assist your clients?
How We Serve The Client
- Supporting wealth managers
- Best practices
- Hiring strategies
- Compensation and benefits
- Problem solving
- Hiring trusted staff
- Advisory support
- Identifying the problem
- Team building
- Conflict resolution
Client Projects We Have Recently Resolved
“Can you help us understand the salary ranges of a household manager? And what is the difference between a personal assistant and a household manager?”
“I need your help. My client insists on paying their household help with personal checks and in cash. When can we schedule a call?”
“My client’s nanny is accusing their driver of sexual harassment. Can they just ignore it or what should they do?”
“I really want to offer help to my client, who obviously needs a new chief of staff. How can I help them without getting too involved?”
“Can your firm help my client with a new employee offer letter and a job description?”
“Our client is thinking about starting a family office. What would be the smartest first hire they should make? Can you offer them cost variables on staffing for a small family office?”
“My client seems to be agonizing over whether or not a family office employee has committed a theft. Could you please take a call with him?”
“Is it true that online background ‘checks’ are useless? If so, what do you recommend as the safest way to vet a candidate?”
“What are the pros and cons of remote work for family office employees?”
“My clients seem to have endless drama with their family office staff and the new CFO. Can you help them with this issue?”
“My client is insisting that the housekeeper use her personal car to pick up the children after school and to run the household errands. Can my client make this demand? If the the housekeeper continues to refuse, what can we do?”
“There is a serious problem with the clients overspending for property related expenses. And the client keeping large amounts of cash in the house. How would you go about helping my client? “
“We have having troubling conversations with our clients on how they deal with elder/parent care, when the elder/parent is refusing. Could you please speak with them and talk through their options?”
Testimonials
Testimonials
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.”
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."
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.”
Colin
“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”
Holland and Abbie
"Our family is huge with a never-ending list of projects. Teresa can quickly get to the heart of an issue. She provided us with life-changing insights into staff and vendor relationships that were truly enlightening! We respect her guidance and recommend her to our friends and colleagues."
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.”
Racine
“Teresa helped us settle a situation with property employees and back wages owed. This was successfully resolved and we retained our employees!Teresa is best at resolving delicate problems with staff. Highly recommend her firm and services.”
Barton
“I would recommend this firm to anyone with a home who does not want the worry of making decisions all on their own. Call Teresa; she will make your life so much easier.”
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.”
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.”
Stewart
"I would recommend Teresa to everyone dealing with problematic household or property vendors. She is the best there is on these matters."
Margarite
“Our family office needed guidance on a new position. Teresa introduced us to the perfect chief of staff. We enjoy working with the her and her team—very professional.”
Daniel
“Teresa really understands the needs of our families. Over the last four to five years, Teresa has helped us successfully hire six new staff members for our office and properties. Teresa's ability to match candidates to our culture, personality, and skill requirements is remarkably accurate. We have had zero turnover since working with her firm. I would recommend her service to all family offices.“
Greg
“We have worked with Teresa for a little over eight years. We started with two homes and bought a ranch in Southern California. Teresa stepped into our lives, hired staff, created structure, and streamlined the accounting and communication processes. Teresa is a lifesaver. Her sincerity, sensitivity, and guidance are unparalleled.”
Maureen
"Hiring Teresa's firm in 2016 was the best decision I ever made for our family office. Teresa is fantastic. We would recommend her firm to every family or family office."
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."
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.”
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.”
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."
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!”
Stephen
“We have had great success with a number of complex family office staffing issues. Teresa has a remarkable way of listening and getting straight to identifying the problem and presenting us a quick solution. Truly remarkable skills.”
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."
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."
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.”
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."
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
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."
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.”
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."
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."
Testimonials are direct quotes from our clients, however their likeness and names are confidential
