Expertise, Empathy and Confidentiality
Family offices are as unique as the individuals and families they serve. We understand that world.
We provide our clients with a supportive and collaborative environment to help them problem solve through life’s challenges.
There is no other firm that offers our level of expertise and understanding.
Do you have an expert guide to help your families?
How We Serve The Family Office
- Supporting the client service manager
- 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
“Our family office is small and seems to be having a morale problem. Everyone is so sad and gloomy every time we visit. Could we talk about ways to change this?”
“I would like to evaluate the pros and cons of outsourcing multiple service providers for our families. When would be the best day for us to connect?”
“We spoke about a year ago on how annual performance and compensation reviews support long term hires for family office staff. We need to do this asap.”
“What is your thought on staff dating each other? Should we have a policy?”
” I am the only person employed by the family in their family office, and need assistance with a wide range of projects. What is your suggestion on how to approach the family with a request for additional support staff?”
” We had a situation and I’m not sure what to do next. We had someone file a tax return for one of our principles. Apparently they had the information needed to file, date of birth and social security. They received a large tax refund check from the IRS and then tried to open a bank account to make a deposit. The only way it was discovered was the bank contacted our office to verify. Could we talk today?”
“My frustration level is through the roof. We are spending too much time fixing a poor hire, either we are selecting the right employee for the wrong job or the wrong employee for the job required, whichever it is we are failing miserably and need your guidance.”
” As the CFO of a family office there are on-going communication issues with our 3rd generation family members. I am not sure if it is us or them. I would love to hear your thoughts on how we can fix this.”
” How can I tell the principle that he has unrealistic expectations of compensation for staff? We have hired and terminated four highly successful personal assistants in 10 months based on his “ideal” employee. How can I get him to understand the compensation we are offering is too low for the job requirements, could you speak with him?”
“The family has asked a client service manager to accompany them on a trip. The employee does not want to leave their family, and travel was not apart of their hire agreement. I am concerned the family will be greatly offended if the employee refuses. Do you have any thoughts on how we can handle the situation?”
Testimonials
Testimonials
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this 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.”
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."
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.”
Richard
“Great firm. We had just acquired a large property out of state and needed help with all kinds of things. Teresa's counsel was dead on and gave us immediate direction for next steps. We have continued to engage services for over 10 years.”
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.”
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."
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."
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."
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 firm.”
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."
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."
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.”
Dianna
“I am so thankful for Teresa's counsel. Her guidance on our projects was and is fantastic. She has a ‘spidey sense’ that is marvelously accurate. We would recommend Teresa to anyone seeking an honest form of expertise and empathy.”
Beth
"The family office I work for hired Teresa for an elderly family member in need of complex care. The family was overjoyed with her service and her sensitivity. All of us would happily recommend Teresa."
Dorena
“This is the best advisory service. Teresa is there when I need her, listening, lowering the stress level, so I can focus on creating a peaceful household for my family.”
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.”
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!"
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.”
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."
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!”
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.”
Colin
“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”
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."
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.”
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."
Dylan
"I love when people exceed my expectations. Teresa does this in spades. We have been working together for five years plus. She is always there when I need the best insight and guidance. Best advisor I ever hired."
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.”
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.”
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.”
Testimonials are direct quotes from our clients, however their likeness and names are confidential
