Growing your wealth
About us
You’ve built a team around the things that matter. Your health, your family, your future. But when it comes to wealth, the thing that quietly supports it all, too many are left to navigate their finances alone.
Even the most capable people rarely have the time, or the headspace, to give their wealth the attention it deserves. As a result, financial planning often falls to the bottom of life’s list. Until it can no longer be ignored.
At Tessara, we provide strategic financial guidance with a human touch. We’re your independent advocate, here to simplify, coordinate, and guide every financial decision, especially during life’s pivotal chapters.
So you have more time to spend on life’s precious moments, creating memories and shaping the legacy you leave behind.
Built around you. Not just your assets.
We see more than just assets. We see the people, priorities and purpose that drive them, building long-term partnerships rooted in trust. Not transactions.
Whether you’re navigating a life transition or planning for the next generation, we are here to help you make confident decisions with clarity and care.
Unbiased guidance you can count on
We’re independent, impartial and focused solely on what is right for you.
Think of us as your financial quarterback. The one who sees the full field, aligns every advisor around a shared strategy and ensures your financial team is working from the same playbook.
Progressing your wealth plan, one smart decision at a time.
Clarity in life’s complex moments
Financial decisions are too important to make in the dark.
From inheritance and business exits to divorce and beyond, we provide steady, strategic support when it matters most.
Helping you remove the emotion, decode the complexity, and move forward with calm, informed confidence.
Our Founder
Who better to help navigate wealth’s complexities than someone who has spent decades guiding others with clarity and care.
Caroline Greenwald is a 20+ year veteran of the finance industry, with deep expertise working alongside high-net-worth individuals and their advisors, pension funds, and institutional investors.
Having led high-performing teams in one of the world’s most competitive industries, she brings a rare blend of technical skill and emotional intelligence to every client relationship. Building strong, lasting connections with individuals and the advisors who surround them.
As both a seasoned professional and a wife and parent, Caroline brings a grounded understanding of the real-world financial decisions families face. And the clarity they need to move forward with confidence.
Tessara is built on Caroline’s deep expertise and values. An independent, reimagined approach to wealth management that puts people before portfolios, and clarity before complexity.
Our team
Caroline Greenwald
CEO and founder
Kimberly Otto
Financial advisor
Daniela Silva
Family governance expert