TOLLESON WEALTH MANAGEMENT METICULOUSLY HANDLES THE BALANCE
Managing personal wealth is an art and a science unlike any other. While rewarding, it must be collaborative and highly disciplined. Our mission is to help you address the responsibilities of wealth so that you may reach your goals and create the life you want. After partnering with you to craft that strategy, we'll handle the time-consuming work that enables you to bring this plan to life. And since we are independent advisers, our sole focus is you and only you. We seamlessly integrate investments, taxes, estate and charitable planning, banking, cash management, and other considerations unique to your family. Our job is to counsel, to oversee, and to serve.
“Tolleson Wealth Management began as a private office to manage the assets of my own family. Today, as private wealth managers, trustees, and private bankers, we serve as a customized resource for other families with values like ours who want to enjoy all the benefits of their wealth without the complexity and time constraints that managing wealth can bring.”
John Tolleson – Founder, Chairman and, with his family, client of Tolleson Wealth Management