Case Studies

Melissa

TLHFO
July 2023

Charles and Kathleen, Elder Employer Risk

TLHRM
May 2019

Geoffrey, High Cost of Hiring “Poor” Household Staff

TLHRM
May 2019

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

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.”

Boca Raton, Florida

Michelle

"Teresa provides a one-of-a-kind service to family offices and the families we serve. A unique mix of expert, counselor, advisor, coach and service provider. All of us think the world of her and her team; would highly recommend."

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


Testimonials

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.”

Boca Raton, Florida

Elizabeth

“I trust all my household property issues to Teresa. She is a gem to work with. Teresa listens and gives me a new way to communicate. It has been very effective, and my staff seems happier than ever. We've been working together for over 12 years. I highly recommend her service.”

Fort Worth, Texas

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

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


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