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.
Areas of Expertise
- Counseling for management and employees
- Best practices
- Culture development
- 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
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.”
Antonio
"I am grateful every day for the wonderful help Ms. Leigh has brought into my life. She has helped me to hire a bookkeeper, a personal assistant, a nanny for my daughter and made organization of all my life. I am blessed beyond words to know her and to recommend her magnificent skills."
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.”
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.”
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.”
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."
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.”
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.”
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.”
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!”
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.”
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."
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.”
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."
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."
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.”
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."
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.”
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.”
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."
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.”
Colin
“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”
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."
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!"
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."
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.”
Stevie
“I’ve successfully worked with Teresa for many years. She is a great listener and her counsel is always on target. I really enjoy working with her."
Testimonials are direct quotes from our clients, however their likeness and names are confidential
Testimonials
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.”
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.”
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."
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."
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.”
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.”
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.”
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.“
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."
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.”
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."
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."
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.”
Stevie
“I’ve successfully worked with Teresa for many years. She is a great listener and her counsel is always on target. I really enjoy working with her."
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.”
Andre
“Teresa is so easy and chill to talk with. She makes life easier for me and my kids. I would offer a recommendation of her advisory service to every family."
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.”
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.”
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.”
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.”
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.”
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."
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."
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."
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
Colin
“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”
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.”
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.”
Stewart
"I would recommend Teresa to everyone dealing with problematic household or property vendors. She is the best there is on these matters."
Testimonials are direct quotes from our clients, however their likeness and names are confidential
