EP 31

The Care Economy: What Every Family Office Needs to Know

In this new episode of the SFO Circle Podcast, host Kristen Oliveri welcomes Teresa Leigh, founder of Teresa Leigh Home + Family Office, to discuss how family offices can help families prepare for eldercare and support needs across generations.

The conversation continues a discussion Teresa led during a private SFO Circle Clinic in June, which prompted family office executives to reconsider their role in supporting families through illness, aging and other life transitions. Teresa examines the financial and emotional demands families face, why planning often begins too late and when a personal family concern becomes a family office responsibility.

Topics discussed include:

  • How family support needs extend beyond aging parents to special needs, chronic illness and neurodegenerative disease.
  • Why families underestimate the costs involved and what has changed over the past five years.
  • The consequences of delayed planning, illustrated through a real-world case study.
  • What families who manage these transitions will have in common.
  • How family office leaders can balance logistical responsibilities with empathy.
  • Gaps in family office preparation and a practical step executives can take within the next 90 days.

Teresa also reflects on what her work alongside families in vulnerable moments has taught her about wealth and the responsibilities that accompany it.

Listen now.

Hosts & Guests

 

Kristen Oliveri

Kristen Oliveri

Senior Family Office Advisor & SFO Executive Advisory Board Co-Chair

The SFO Circle, The UHNW Institute

Founder & CEO

Wealth Reimagined

 

TERESA LEIGH 2024

Teresa Leigh

Founder

Teresa Leigh Home + Family Office

Kristen Oliveri

SFO Executive Advisory Board Co-Chair
The UNHW Institute

Founder & CEO
Wealth Reimagined

Founder and CEO of Wealth Reimagined and Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute

For nearly two decades, Kristen Oliveri has been at the intersection of content, community, and connection in the family wealth industry. She began her career as a beat reporter for Institutional Investor, honing her ability to distill financial narratives into compelling stories. From there, she expanded her expertise into event curation and investor relations for family offices, at companies including With Intelligence, Markets Group, and Crain.

Today, Kristen serves as Senior Family Office Advisor and Co-Chair of the SFO Executive Advisory Board for The UHNW Institute, where she helps lead the SFO Circle—a private membership network for senior single-family office executives. In that role, she curates content, moderates thought-leadership programs, and fosters collaboration among the world’s most sophisticated wealth stewards.

Her career has taken her around the world, uncovering the luxurious side of wealth—from bespoke travel experiences to fine wine, wellness retreats, and culinary excellence.

Yet, beyond the opulence, what truly drives Kristen is the people. She has an innate ability to foster authentic, long-term relationships, seamlessly moving between curating exclusive gatherings, moderating thought-provoking discussions on topics like philanthropy, and connecting next generation family office leaders.

A reformed theater geek at heart, Kristen thrives in front of an audience, lending her voice to podcasts, panels and personal brand storytelling. Helping industry leaders craft their narratives isn’t just her profession—it’s her passion.

A native New Yorker, Kristen now calls the North Fork of Long Island home, where she shares her love of Italian culture, wine collecting, and home-cooked meals with family and friends. When she’s not traveling, you’ll find her on the dance floor, practicing ballroom or dreaming up her next adventure.

Teresa Leigh

CEO
Teresa Leigh Home + Family Office

Teresa Leigh began her career over 37 years ago working with high profile high-net-worth (HNW) clients across the United States. In 2005, she founded her firm with the mission to bridge the gap between the HNW employer and their employees, and to provide cutting edge education and expertise on household, property and family office employees.

Today, Teresa Leigh Home + Family Office serves as the gold standard in fulfilling advisory and staffing needs for the high-net worth (HNW) and ultra-high net worth (UHNW) client.

Clients and their families are immediately drawn to Teresa’s individualized personal attention, passion, genuineness, and expertise. She is renowned for her ability to empathically understand the client’s situation and provide them quick and effective resolutions.

Teresa and her team provide clients with personalized, award-winning services nationwide and have a well-established reputation for exceeding clients’ expectations.

Known as the subject matter expert, Teresa Leigh Home + Family Office is often quoted by The Wall Street Journal, Forbes, Institutional Investor, The New York Times, and Worth Magazine.

Recent accolades include founding faculty member of the UNHW Institute of New York in 2019, winning the 2018 Best in the Industry Award for Outstanding Outsource Solution Provider from the Family Wealth Alliance, and winning awards for Best Lifestyle Firm for High Net Worth Clients by Private Asset Management in 2017 and 2015.