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
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."
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.”
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.”
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."
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.”
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."
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.”
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.”
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.”
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."
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."
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.“
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.”
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."
Stewart
"I would recommend Teresa to everyone dealing with problematic household or property vendors. She is the best there is on these matters."
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.”
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."
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."
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
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.”
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.”
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.”
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.”
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."
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."
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.”
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.”
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.”
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."
Testimonials are direct quotes from our clients, however their likeness and names are confidential
