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.
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
Daniel
SFO Memphis, Tennessee
“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."
Alana
Big Sky-Bozeman, Montana, Portland, Oregon
“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.”
Margarite
Monterey, California
“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.”
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."
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!"
Barton
Hilton Head, South Carolina
“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.”
Robert
CFO Family Office, Atlanta, Georgia
"Our family office hit the jackpot when we hired Teresa's firm. I would wholeheartedly recommend this firm."
Bob
Lexington, Kentucky, Birmingham, Michigan
“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.”
Shawn
Raleigh, North Carolina, Charleston, South Carolina
“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.”
Jun
Providence, Rhode Island
“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."
Dianna
Baton Rouge, Louisiana, Greenwich, Connecticut, Martha’s Vineyard, Massachusetts
“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.”
Bradley
San Francisco, California, Seattle, Washington
“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.”
Andre
Atlanta, Georgia
“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."
Greg
Palo Alto, California, Austin, Texas
“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
Salt Lake City, Utah Quebec, Canada, Boston, Massachusetts
“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."
Anna
Matriarch of SFO, Cincinnati, Ohio
“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.”
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."
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
Lake Tahoe, Nevada, Montecito, California
“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!”
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."
Edward
Princeton, New Jersey
“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.”
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."
Martha
SFO Charleston, South Carolina
“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.”
Emily
Lakeland, Colorado
“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.”
Maryam
Greenwich, Connecticut, Palm Beach, Florida
“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.”
Birgit
Nashville, Tennessee
“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.”
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."
Abigale
Richmond, Virginia, Fort Worth, Texas, Cumberland, Maine
“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.”
Stephen
Founder-Family Office, Denver, Colorado
“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.”
Testimonials are direct quotes from our clients, however their likeness and names are confidential
Testimonials
Elizabeth
Fort Worth, Texas
“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 service.”
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."
Birgit
Nashville, Tennessee
“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.”
Dorena
St. Augustine, Florida, Brooklyn, New York
“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.”
Anna
Long Island, New York
“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.”
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!"
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."
Pilar
Seattle, Washington
“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.”
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."
Colleen
Scottsdale, Arizona Baja, California
“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."
Lance
Salt Lake City, Utah Quebec, Canada, Boston, Massachusetts
“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."
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."
Daniel
SFO Memphis, Tennessee
“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.“
Sarah
Lake Tahoe, Nevada, Montecito, California
“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!”
Anna
Matriarch of SFO, Cincinnati, Ohio
“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.”
Richard
Ann Arbor, Michigan
“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.”
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."
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."
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."
Colin
New York, New York & Dublin, Ireland
“Teresa's advisory service is my favorite—hands down the best. They manage everything and make it look easy.”
Martha
SFO Charleston, South Carolina
“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.”
William and Suzanna
Austin, Texas
“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.”
Mikhail
Bal Harbour, Florida, Chicago, Illinois, Sun Valley, Idaho
“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.”
Elva
Racine, Wisconsin
"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."
Emily
Lakeland, Colorado
“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.”
Alana
Big Sky-Bozeman, Montana, Portland, Oregon
“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.”
Susan
Portland Oregon, Reno, Nevada
“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.”
Edward
Princeton, New Jersey
“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.”
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."
Rome
Miami, Florida
“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.”
Testimonials are direct quotes from our clients, however their likeness and names are confidential
