Everyone knows that achieving wealth can be a challenge. Few anticipate what a challenge having wealth can be. John Tolleson and his family confronted the challenge of managing their wealth and liquidity, as many other families have done, by establishing a family office.

Managing personal wealth is much like managing a business. John had created a successful company by assembling experts from the various disciplines required.

He took the same approach to the family office, establishing a powerful infrastructure of individuals and systems to manage his family's financial affairs.

Through this process, he realized that other families might need the same services and resources. They may not, however, have the desire or financial ability to create their own family office. Thus, Tolleson Wealth Management was born.

For our clients, an individually tailored family office provides an opportunity to pursue the vision of life their substantial resources afford them, unencumbered by the day-to-day requirements of managing wealth.

Tolleson Wealth Management integrates investments, taxes, estate and charitable planning, banking, accounting, and other considerations unique to your family. As independent advisors, we fit those interlocking parts together to create an effective whole. You are, in effect, the proprietor of our family office. We counsel, we oversee, we serve.