For Private Wealth Managers

A Confidential and Comprehensive Advisor Resource

Wealth managers have the enormous task of managing their clients wealth and oftentimes listening to their struggles with personal concerns, staffing or property issues. We can quickly assess the problem and provide the simplest, best solutions for the client.

Business transparency and confidentiality are our trademarks.

Do you have an expert guide to assist your clients?


How We Serve The Client

  • Supporting wealth managers
  • Best practices
  • Hiring strategies
  • Compensation and benefits
  • Problem solving
  • Hiring trusted staff
  • Advisory support
  • Identifying the problem
  • Team building
  • Conflict resolution

Client Projects We Have Recently Resolved

“Can you help us understand the salary ranges of a household manager? And what is the difference between a personal assistant and a household manager?”

“I need your help. My client insists on paying their household help with personal checks and in cash. When can we schedule a call?”

“My client’s nanny is accusing their driver of sexual harassment. Can they just ignore it or what should they do?”

“I really want to offer help to my client, who obviously needs a new chief of staff. How can I help them without getting too involved?”

“Can your firm help my client with a new employee offer letter and a job description?”

“Our client is thinking about starting a family office. What would be the smartest first hire they should make? Can you offer them cost variables on staffing for a small family office?”

“My client seems to be agonizing over whether or not a family office employee has committed a theft. Could you please take a call with him?”

“Is it true that online background ‘checks’ are useless? If so, what do you recommend as the safest way to vet a candidate?”

“What are the pros and cons of remote work for family office employees?”

“My clients seem to have endless drama with their family office staff and the new CFO. Can you help them with this issue?”

“My client is insisting that the housekeeper use her personal car to pick up the children after school and to run the household errands. Can my client make this demand? If the the housekeeper continues to refuse, what can we do?”

“There is a serious problem with the clients overspending for property related expenses. And the client keeping large amounts of cash in the house. How would you go about helping my client? “

“We have having troubling conversations with our clients on how they deal with elder/parent care, when the elder/parent is refusing. Could you please speak with them and talk through their options?”


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."

Atlanta, Georgia

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

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

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

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

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."

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

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

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

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.”

Monterey, California

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

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

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."

New York, New York

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

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

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

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

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

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

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.”

SFO Charleston, South Carolina

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

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."

Salt Lake City, Utah Quebec, Canada, Boston, Massachusetts

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

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

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

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

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

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

Robert

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

CFO Family Office, Atlanta, Georgia

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

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


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