The complete picture of your family’s wealth.
One number, fully reconciled, every morning. Entity management, reconciliation, and reporting in one platform. Your team works from a single source, not a stack of disconnected tools.
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. Somewhere, a shadow spreadsheet holds it all together: the local Excel file that everyone actually relies on.
Tesero maps the complete ownership structure and shows consolidated net worth across everything, so the number your principal sees first thing is one you’d stake your reputation on.
Not the spreadsheet someone built three years ago. A living number that moves when reality moves.
Williams Family Trust
Know what’s fresh. See what’s stale.
A net worth number is only as good as its stalest input. Public securities reconcile daily. That part is easy. But alternatives often carry a one-quarter lag, and a stale NAV creates phantom gains that nobody catches until the next capital call.
Every position in Tesero shows exactly how current it is. You always know where the picture is sharp and where it needs attention.
No high-definition lies. Just an honest picture with the resolution clearly marked.
Twenty days of close, down to two.
Five formats from ten sources on three schedules, reconciled by hand, assembled for the principal. Every month, the same scramble. Tesero handles the pulling, the reconciling, and the formatting so your team gets 300+ hours a year back for work that actually matters.
20 — 2
days to close the books
Consolidated net worth
