TEAM Risk Management Strategies

TEAM is a payroll & HR solution for household employees of family office clients, removing the administrative burden and liability that comes when employing nannies, assistants, housekeepers, etc. TEAM differs from a standard payroll solution or PEO by becoming the legal employer of record, then taking full responsibility to manage all payroll, taxes, HR, employee health / retirement benefits, compliance, and ongoing employee support via a high-touch, dedicated support model.

All employment liability is then owned by TEAM, and families/advisors receive a seamless, white-glove solution that outsources all administrative work associated and creates a scalable, outsourced solution for their domestic employees.

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In their words

"I believe people matter more than things, and I love partnering with our clients to solve real needs that make their lives easier."
Taylor Jensen

Services

TEAM is a payroll & HR solution that removes the administrative burden and liability that family offices and their principals bear when employing household staff.

Main Tasks

Payroll and HR services for household staff, owning all administrative duties/responsibilities as legal Employer of Record


Employee benefits administration for groups as small as one household employee (group-sponsored health, dental, vision, 401(k), etc.)


Full employment-related liability protection for clients with household employees (workplace injuries, wage & hour claims, wrongful termination, etc.)

  • Dedicated, high-touch support model
  • Unlimited HR support (offer letters, employment agreements, guidance for sticky HR issues, terminations, etc.)

Auditors

  • Crowe

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

  • 50-100

Founded

  • 2003

Locations

  • San Diego

Top 5 Markets

  • United States of America

Ownership

  • Key staff also have ownership

Focus

  • Single-family offices

Secondary focus

  • Individual wealth owners,
  • Single-family offices,
  • Multi-family offices,
  • Investment & Financial Advisors (RIAs/IFAs),
  • Banks,
  • Foundations

Happy to provide references when asked.

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Media

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Support & Services

Learn what support and services you can expect

Support options

Dedicated contact

Pricing of support

On use basis

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