Tolleson Wealth Management Hosts Luncheon with Joan Lunden | Nov 13, 2013
Tolleson Family Education Program hosted a luncheon with Joan Lunden on Wednesday, November 13, 2013.
Joan Lunden was the longest-running host of Good Morning America and went on to become an author, entrepreneur, and family health and wellness advocate. As a wife and the mother of seven, Joan balances a full professional career with her family life, but has also managed to juggle the duties of a caregiver for her elderly mother and brother.
At the luncheon, Joan shared predictions about the future of “family” in the US and inspired attendees through her passion about caring for both the older and younger generations.
Tolleson Wealth Management Hosts Luncheon with Eric Saperston | Jun 04, 2013
Tolleson Wealth Management hosted a luncheon with Eric Saperston on Tuesday, June 4, 2013.
Eric Saperston is a critically acclaimed film director and producer, successful author, as well as an award-winning speaker and storyteller. Eric is Chief Creative Officer of LIVE IN WONDER, a global lifestyle company on the cutting edge of communication, file and interactive events designed to cause and create wonder in the world. LIVE IN WONDER celebrates eco-friendly practices, social entrepreneurism and global citizenship.
Luncheon attendees were led though an incredible story-telling journey taken by Eric Saperston, who, while considering his future as a newly-minted college graduate, decided to drive across the country cold-calling some of the most powerful and influential people in the world. His only request? A few minutes of conversation over a cup of coffee. Eric told refreshing tales of the people he met, the stories they shared, and the life lessons he learned.
This event is a part of Tolleson Wealth Management’s Family Education Program.
Tolleson Wealth Management Hosts Luncheon with Dr. Jim Grubman | Oct 24, 2012
Tolleson Wealth Management hosted a luncheon with Dr. Jim Grubman on Wednesday, October 24, 2012.
Dr. Jim Grubman, an internationally recognized wealth psychologist and family consultant, led a lively, humorous, and thought-provoking presentation about: the core elements in successful giving across generations, how to approach talking about wealth when you may not have done so yet, assessing heirs’ skills for handling large gifts and building a plan for their improvement, and learning to listen to the voices of the next generation (it may not be what you think).
Jim described best practices in wealth transfers used by successful families. He also led a Q & A about attendees’ own situations, giving practical advice for the real world. He was joined by Richard Joyner, President of Tolleson Wealth Management, for discussion about the ultimate goal for families: how to give wisely and well.
This event is a part of Tolleson Wealth Management’s Family Education Program. After many years of studying and working directly with affluent families, Tolleson Wealth Management realized there was a need that was not being addressed in the industry. The program’s goal is to educate and bring awareness to the unique and complex dynamics affluent families face.
Tolleson Wealth Management Hosts Luncheon with Peter Buffett | May 23, 2012
Tolleson Wealth Management hosted a private luncheon event with Peter Buffett on Wednesday, May 23, 2012.
Emmy award-winning musician and philanthropist Peter Buffett, son of billionaire investor Warren Buffett, bases his “A Concert & Conversation” performance on his new book called Life is What You Make It: Find Your Own Path to Fulfillment. Peter feels the only real inheritance handed down from his parents was a philosophy: Forge your own path in life. It is a creed that has allowed him to follow his own passions, establish his own identity, and reap his own successes.
This event is a part of The Tolleson Wealth Management Family Education Program. The Tolleson Wealth Management Family Education Program was created when Tolleson Wealth Management executives saw a need that was not being addressed in the industry. After many years of studying and working directly with affluent families, Tolleson Wealth Management executives started a program to educate Tolleson clients and employees on the unique and complex dynamics affluent families face.
Richard Joyner, Managing Director, Speaks to Dallas YPO and WPO Chapters | Feb 28, 2012
Charting a New Course in 2012 and Beyond - Insights and research from successful wealthy families and what we can learn from them.