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

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

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."

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

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

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

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

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

Robert

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

CFO Family Office, Atlanta, Georgia

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

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

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

Dianna

“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.”

Baton Rouge, Louisiana, Greenwich, Connecticut, Martha’s Vineyard, Massachusetts

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

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

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

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

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

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

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

Abigale

“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.”

Richmond, Virginia, Fort Worth, Texas, Cumberland, Maine

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

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

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

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

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

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

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

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."

Westchester, New York

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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