THE STORY OF TOLLESON WEALTH MANAGEMENT IS THE STORY OF A FAMILY STEEPED IN THE BEST TRADITIONS OF THE FINANCIAL SERVICE INDUSTRY. FOUR GENERATIONS OF TOLLESONS HAVE MADE IT THEIR LIFE’S WORK. THEIR HERITAGE HAS FOSTERED AN UNDERSTANDING OF FINANCIAL SERVICES WHICH VERY FEW CAN MATCH.
In 1997, John Tolleson, founder of a large financial services company, sensed his family’s need for sophisticated, confidential, and objective personal wealth management. He succeeded in creating a strategic family office which could oversee his family’s investment, tax, financial planning, charitable planning, and cash managmement services. In response to overwhelming requests from friends and family, the Tollesons decided to offer the extensive resources of their family office to others who shared the same needs and values.