For The Family Office

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

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.”

Long Island, New York

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.”

Nashville, Tennessee

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.”

Bal Harbour, Florida, Chicago, Illinois, Sun Valley, Idaho

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."

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!”

Lake Tahoe, Nevada, Montecito, California

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.”

Big Sky-Bozeman, Montana, Portland, Oregon

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."

Santa Cruz, California

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."

Venice Beach, California

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

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."

Atlanta, Georgia

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."

Atlanta, Georgia

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."

St.Petersburg, Florida

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."

Amherst, New Hamphire

Maryam

“I hired Teresa to help my mother and father on the hiring and day-to-day employment of caregivers and household staff. Teresa is a gem. She is patient beyond belief. My mom is so happy. My family gives her the highest recommendation.”

Greenwich, Connecticut, Palm Beach, Florida

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.”

St. Augustine, Florida, Brooklyn, New York

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

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.”

Ann Arbor, Michigan

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."

Charleston, South Carolina

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.”

Baton Rouge, Louisiana, Greenwich, Connecticut, Martha’s Vineyard, Massachusetts

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.”

Princeton, New Jersey

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.”

Founder-Family Office, Denver, Colorado

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."

McLean, Virginia

Jun

“My mom said contact Ms. Leigh to help with my new house problems. I am very glad to work with her. Teresa is always willing to listen and guide me to make the good decisions. I have saved a lot of money and hired good employees with her helping us. My dad in California also uses Ms. Leigh’s company; it is the very best. 감사합니다 Thank you."

Providence, Rhode Island

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."

Scottsdale, Arizona Baja, California

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.”

Lexington, Kentucky, Birmingham, Michigan

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.”

Matriarch of SFO, Cincinnati, Ohio

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."

Westchester, New York

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."

Racine, Wisconsin

Rome

“A word to describe Teresa is one badass advisor. There is no bull sh*t with her guidance. It's full-on straight talk. Teresa has successfully problem-solved the sh*t out of everything I have ever sent her. I would highly recommend contacting her.”

Miami, Florida

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.”

Lakeland, Colorado

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


Do you have a project?

Let's Discuss