For Insurance Professionals

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

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

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."

Jackson Hole, Wyoming and New York, New York

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!"

Chicago, IL

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

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.”

Fort Worth, Texas

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

Stewart

"I would recommend Teresa to everyone dealing with problematic household or property vendors. She is the best there is on these matters."

Austin, Texas

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.”

San Francisco, California, Seattle, Washington

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

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.”

Boca Raton, Florida

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.”

COO Family Office, Boston, Massachusetts

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

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."

Stevie
Venice Beach, California

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

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

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

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

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."

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.”

Palo Alto, California, Austin, Texas

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."

Palm Beach, Florida

Robert

"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."

CFO Family Office, Atlanta, Georgia

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

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

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.”

Austin, Texas

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.”

Seattle, Washington

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.“

SFO Memphis, Tennessee

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

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

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

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

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


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