Advisory

Unparalleled Expertise / Guided by Empathy

With decades of experience advising affluent families, we know firsthand that wealth makes operating a household and managing relationships more complicated. Our intimate understanding of the home and family office category, as well as each of our clients’ lives, enables us to reach the simplest, most satisfying resolutions faster.


How We Serve Our Clients

  • Providing quick and effective solutions
  • Directives for client success
  • Implementing positive change
  • Best-in-class hires for home and family office
  • Building effective teams
  • Best practices
  • Collaboration with team advisors
  • Support for management and personnel
  • Exceptional customer service

Our phone consultations are among the most popular services we offer new clients. By clicking the “schedule a call” button, a new clients can schedule a no fee inquiry call. The on-line calendar makes it easy to book a convenient date and time. All calls are confidential.
For immediate assistance please contact us by phone or email.


Client Projects
We Have Recently Resolved

 

“I am the CFO of a newly-formed family office; we would like your expertise for our office and foundation staff. Please call us.”

“Our family office is looking for your insight into how to retain and motivate our junior team members.”

“My sister and I are responsible for three older employees that belonged to our father’s family office staff. Since his passing last fall, we would like to make changes with the staff and we would like your guidance with this awkward transition.”

“We would like your help as soon as possible. My family has homes in the U.S. and Canada, but we can not seem to keep domestics or craftsmen for longer than six months. This situation is very stressful and we have no idea why it is happening.”

“What is your opinion on working remote percentages for a family office? How do we manage this new work environment and our office security effectively?”

“We would like to hire an experienced nurse for our mother. However our mom is not happy about this decision, but we feel this is the best thing to do considering her recent stroke. We heard from our friends your firm is the best there is. Can we connect this week?”

“Our family office would like to hire several service vendors for our families, that we can call on when needed. But first we would like to hear your thoughts and expertise on these types of hires.”

“My father is hiring a young woman as his personal helper driver. She’s 32, he’s 84. We have serious concerns about boundaries and access to his valuables and collections. We don’t want to cause him to be upset, but would you help us navigate this and possibly have a conversation with our father?”

“I would like to talk with you about the best option and costs on higher-end assisted living residences for our aunt, either in Palm Beach or in her hometown of Baton Rouge. I’d also like for your team to manage the project and provide support for my aunt in her move.”


Testimonials

Testimonials

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

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

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

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

Robert

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

CFO Family Office, Atlanta, Georgia

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

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

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

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

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

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

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

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."

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

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

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

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."

Chicago, IL

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

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

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

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

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

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

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

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

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

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

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

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

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


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