Nº 02 — Services

Family Office Services


Nº 01

Legal Compliance for Household Employers

Our goal is to help household employers understand their duties and provide the tools to protect their interests.


  • 01

    Household Employee Policies & Handbook

    Create household policies that are fair and that comply with the law, so that you can avoid misunderstandings that lead to lawsuits. We help you design and draft a handbook that will provide clarity to your clarity and give you peace of mind as an employer.

  • 02

    Recruiting & Hiring Employees

    Start the employment relationship on the right legal foot. We can help you properly recruit reliable staff and reduce your liability as an employer with proper:

    • Job Descriptions
    • Interview Questions
    • Exempt vs. Non-Exempt Classification
    • I-9 Verification
    • Employee Contracts
  • 03

    New Employee Orientation & Training

    Provide structure for your new employees by formally introducing them to your home. We help you comply with California & federal obligations by providing your employees with required paperwork & training.

    • New Employee paperwork
    • Safety training
    • Sexual harassment training
    • Required benefits information
    • Payroll processing
  • 04

    Pay & Scheduling Policies

    The wage & hour laws that govern Household Employment are not common sense and are often misunderstood by those who rely on corporate rules which do not apply. We will help you understand your duties and obligations as a small employer on topics such as:

    • Minimum wage
    • Overtime
    • Meal breaks
    • Rest breaks
    • Paycheck content and delivery
    • Payroll deductions
    • Workweek scheduling
  • 05

    Employee Exit Interviews

    Making decisions to terminate employees is a difficult task for most employers. Let us help you avoid legal pitfalls when it becomes necessary to let someone go from your staff.

    • Severance Agreements
    • Employee Notices
    • Final Pay
  • 06

    Staff Conflict Resolution & Mediation

    • Disciplinary Meetings
    • Investigatory Meetings
    • Sexual Harassment Complaint Resolution
  • 07

    Workplace Safety

    • Health & Safety Plans
    • Cleaning Product Disclosures
    • Harassment Prevention Policies
    • Violence Prevention Plans & Investigations
  • 08

    Household Property & Privacy Protocols

    • Confidentiality Agreements
    • Family Office Privacy Policies
Nº 02

Estate Manager Training

We ensure that the Family Office runs smoothly, by training Estate Managers how to stay on top of their HR duties.


  • 01

    Family Office Processes & Organization

  • 02

    Recordkeeping & Personnel Files

  • 03

    Managerial Safety Training

  • 04

    Mandatory Supervisor Harassment Prevention

  • 05

    Employee Scheduling

  • 06

    Software Training

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