Identifying and Resolving Risk Concerns For Home and Family Office
Insurance professionals are often the unsung heroes of a client’s inner circle of trusted advisors. Experienced risk managers will immediately introduce their clients to Teresa Leigh Home + Family Office for expert advice and support.
Do you have an expert guide to help your clients?
How We Serve The Client
- Supporting client service managers
- 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
“A household employee told the employer she hurt herself while working in the home. She wants to take time off from work and wants to be paid for days off. Can the employee be let go if she is not available to work?”
“What is the best way to help homeowners who have domestic workers understand the value of workers’ compensation? Isn’t it a mandatory requirement for homeowners?”
“My client seems to have considerable drama and turnover of their property and house staff. We see this as an expensive and high-risk situation. I was told you are the person to talk to. When can we connect?”
“My client wants to hire a live-in caregiver for their mom. But the mom does not want anyone living in or on her property. My idea is for the employee to have the apartment over the carriage house, but they would have to move out in the summer when the client’s extended family comes to visit. What do you think of this idea?”
“My housekeeper says that after 15 years of working for me with no benefits, she wants a 50% pay raise or she is leaving me for another family. Hiring a new housekeeper would be cheaper wouldn’t it? Can we talk about this?”
“We have several aging clients who are becoming heavily dependent on their older household employees for daily care. Recently an employee seriously hurt her back while trying to lift the homeowner out of the bathtub, resulting in a settlement. What can we do to educate homeowners about these issues?”
“While my husband and I travel, I am certain the staff are using the pool and pool house. How do I tell them they should not be using our pool?”
“I needed an experienced property manager, so I hired a local retired golf course manager. However, after eight months, I really don’t think he understands the job. Can we talk about my options or should I just fire him?”
“My house staff also works at my businesses. I was told by my attorney that my household employees should not be on a company payroll. Where is the risk? What do we do next?”
“I never got around to making reference calls before hiring my personal assistant. He’s been with me for six months and I’m having second thoughts about this hire. I don’t feel I can trust his judgement. What do I do?”
“We would like to understand the difference between online background checks, employment screenings, and background investigations. Is it true these reports do not show worker’s compensation claims or employee terminations with cause?”
“We live in Venice Beach, California. We have several small mom-pop companies that provide services for our property. We recently learned that California views these ‘companies’ as our employees. Is this true?”
“My elderly client lives on a family ranch in a remote area of the country. I am very concerned about the number of employees that seem to come and go from his ‘ranch’. He now tells me several people are living on his property in guest cabins. His sister recently contacted me and voiced her concern about the possibility he has dementia.Can we talk through the risk issues with this situation?”
“Can I place a GPS tracking device on my personal assistant’s SUV? We give her a monthly stipend for errands and pay her mileage, but I think she is exaggerating her mileage number and overcharging us.”
“I just hired a wonderful nanny. We would like to pay her a generous salary and benefits but were told we can’t pay her a salary. What do you think?”
Testimonials
Testimonials
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."
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.”
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."
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.”
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.”
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.”
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.”
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.”
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.”
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."
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."
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.”
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.”
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."
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."
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.”
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.”
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."
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.”
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.”
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!”
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.”
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.”
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.”
Robert
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
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.”
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.“
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."
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."
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.”
Testimonials are direct quotes from our clients, however their likeness and names are confidential
