Operational Management – Teresa Leigh

Saving Resources By Creating Structure

With decades of experience advising affluent families, we know firsthand that wealth makes operating family offices and households 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.

Areas of Expertise:

Administrative structure
Planning and production
Reporting and communications
Controlling
Quality control

Empathy, experience and success are among the reasons clients select Teresa Leigh Home and Family Office to help them sort through and identify problematic operational issues they may be dealing with, and offer the simplest, most satisfying resolutions.

Client Projects We Have Recently Resolved:

“I acquired several properties in quick succession, I would like help streamlining and prioritized my project list. I’d like to move my family into the primary residence as soon as possible, can you help me?”

“Is hiring professional service companies a problem for other families or just mine? Can your service provide an approved list of vendors?”

“Our family has two master craftsmen finishing up projects on our historic home, they have exceptional skills and are easy to work with. I would love to hire them for our vacation property its about 450 miles away, what is the best way to manage this?”

“Our team is having difficulties with bill pay sent from our property managers, we heard your team can streamline the process, when can we start?”

“We’d like our team to learn a better-faster way to collects bids on projects, I need this like tomorrow can we connect sometime today?”

“I really valued the last project your team did for us, Now I’d like to expand that by asking, what would your suggestion be on exiting a vendor? The project is semi-remote and they all know each other, I’m just not happy with this guys work, sloppy. What’s your thought?”

“We would like a better understanding of the bills generated by our families properties, is there a way to ask vendors for a discount on services?”

“We just received a bill from our electrical contractor with 8500.00 in change order fees, our Chief of Staff states they did not approve the changes and now its a ‘he said he said’. It appears we have a minimal paper trail to prove anything, I absolutely do not want to lose anyone over this, I need your guidance.”

“The property septic tank needed to be replaced and we agreed on the project cost, somehow the timing of the removal and the install of the new system became intangible. We would not want to litigate this vendor but I’ve lost patience in how we are going to remedy this situation, I heard you can solve this.”

“This is going to sound odd but I need your help, we have a few household staff and a handyman who happens to be related to one of our housekeepers. This housekeeper also nanny’s for us, she and a landscaper fellow from a local company appear to be having a romantic relationship. Our handyman and the landscaper were seen having a heated argument with other day on our front lawn. We are very private people and don’t want any problems. Need to speak with you as soon as possible.”