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

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

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

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

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."

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

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

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

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

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

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

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

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

Robert

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

CFO Family Office, Atlanta, Georgia

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

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

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

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

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

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

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

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

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

Sam

“New houses, cars, crazy life—I needed help putting it all together. Management of people and projects ain't my thing. Teresa made it easy for me, and I can’t say enough good words about her. She is the best.”

Boca Raton, Florida

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

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

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

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

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

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


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