OF COURSE, YOU HAVE MANY OPTIONS IN CHOOSING A FIRM TO MANAGE YOUR WEALTH. BUT THE ELEMENTS THAT SET TOLLESON WEALTH MANAGEMENT APART FROM OTHER FIRMS ARE VITAL:
High Net-Worth Focus
We have focused on and have significant experience in managing the financial affairs of ultra high net-worth families. Our advice is based on a deep understanding of those with significant wealth and the opportunities and challenges that face them.
Focus on Objective Advice, Counsel, and Oversight
Our advice is 100% objective and focused on your best interests. We do not offer any products or accept commissions, soft dollar arrangements, or fee sharing agreements from any outside firm. We do not employ salespeople or expect our employees to be salespeople; our employees are compensated solely on the level of service they deliver. Our firm is completely conflict-free. Our clients always come first.
Complete Confidence in our Investment Expertise
Investment management is the core service we offer, and our philosophy, process and results are the strengths of our firm. We have complete confidence in all investment recommendations that we make. As a result, the Tolleson family invests alongside every client.
Leverage and Access
We have access to the finest financial resources, including money managers, hedge funds, private equity firms, brokerage houses, banks, and legal, tax, and insurance services. Our substantial buying power affords us access to institutional platforms and reduced costs that are passed directly to the client.
Innovative Research and Ideas
Fortunately for our industry, think tanks around the globe are continuously developing new financial solutions. Our contacts and networks provide us with access to the best and brightest investment, tax, and financial services and firms. And we constantly research and evaluate the newest ideas in the industry.
Many of our client families are looking for an advisor that can ensure continuity in the long-term management of their financial affairs. Our experience working with multi-generational families brings our client families peace of mind- and the knowledge that younger generations of the family have a financial partner they can rely on to do what's best for them.
The scope of our full-service resources allows the complete coordination of investments, estate planning, taxes, banking, and other financial matters. You will get your needs met in every financial situation, across all facets of wealth management, no matter how simple or complex.
Our fees are typically quarterly fixed fees, which are based on the amount of assets being managed and services provided. Most clients see that our services represent a significant value and savings in many areas.
Tolleson Wealth Management is owned solely by the founders, employees, and directors of the firm; there are no outside owners of the firm. Because of this, there are no external forces to create earnings pressure- which allows us to do what is right for the client. This is also vitally important to keeping complete and total confidentiality.
The Tolleson Way
Four generations of the Tolleson family have chosen financial services as their way of life. We know and have seen a tremendous number of circumstances a family can confront. We stand ready to assist our clients with any aspect of their financial situation.
“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