TESERO

The complete picture of your family’s wealth.

Consolidate entities, accounts, and alternatives into a single view — with confidence. Tesero brings together entity registry, data ingestion, reconciliation, and reporting so your team can focus on decisions instead of data entry.

Entity structure

Dozens of entities. One number.

Most families at this level operate across dozens of entities — trusts, LLCs, foundations, holding companies — each with its own accounts, custodians, and reporting.

Tesero maps the complete structure and shows consolidated net worth across everything, weighted through your actual ownership chain.

Not a spreadsheet someone assembled over a weekend. A live, accurate number you can trust.

Live · Reconciled

Williams Family Trust

WFC Holdings LLC100%
$214.8M
Real Estate Fund III67%
$92.1M
Venture Portfolio33%
$28.4M
Williams Foundation100%
$41.6M
Consolidated$347.2M
Clear turquoise water at the edge of a Mediterranean infinity pool with honey limestone
Public equities
2 min ago
Fixed income
4 hr ago
PE Fund III
42 days
Real estate LLC
Needs attention
Data confidence

Know what’s fresh. See what’s stale.

Every figure in Tesero carries a confidence indicator. Public securities reconcile daily. Alternative investments flag when NAVs go stale.

You always know how fresh the picture is — and where to look closer.

Transparency isn’t a feature. It’s the starting point.

Reporting

Fifteen days, compressed to one.

The typical family office spends 15–20 days assembling a monthly reporting package — pulling data from custodians, reconciling in spreadsheets, formatting for the principal. Tesero automates the ingestion, reconciliation, and reporting so your team can focus on decisions instead of data entry.

15 — 1

days to close the books

Monthly report · March 2026

Consolidated net worth

$287.4M↑ 2.3%
Public securities$148.2M
Alternatives$86.7M
Real estate$52.5M
Villa terrace with linen curtain overlooking a coastal village at golden hour

Understand the details.
See the bigger picture.

Designed for family offices with complex entity structures and a principal who wants clarity without complexity.

Early development

A small group of founding families.

Tesero is being built alongside its first design partners. Request early access below.