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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Robert

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

CFO Family Office, Atlanta, Georgia

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

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

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

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

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


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