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

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

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.”

SFO Mountain View, California

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.”

Raleigh, North Carolina, Charleston, South Carolina

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

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

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

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

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

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."

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

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.”

Portland Oregon, Reno, Nevada

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

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

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

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.”

Hilton Head, South Carolina

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."

Chicago, IL and St.Petersburg, FL

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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