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We offer our clients access to exceptional advice and services which is all unbiased and without conflicts of interest. We do not sell investment products. We offer strategic wealth management services to meet the unique needs of each client. Our role is to serve as an advisor for our clients' specific needs or for their overall financial position.

Investment Management

  • Asset allocation and investment strategy
  • Analysis of current portfolio
  • Money manager due diligence and selection
  • Hedge fund due diligence and selection
  • Performance reporting and manager monitoring
  • Brokerage and custody evaluation and coordination

Other Investment Services

  • Sophisticated investment strategies
  • Private equity and venture capital investment analysis
  • Diversification strategies for large stock positions and stock options
  • Hedging and derivative strategies
  • Private investment negotiations

Financial Planning

  • Estate planning
  • Gift and trust planning
  • Charitable and private foundation planning
  • Coordination with attorney
  • Family education

Private Banking & Trust

  • Strategic Trust Services
  • Checking and money market accounts
  • Customized mortgage loans, investment loans, aircraft and yacht loans, and lines of credit
  • Debit and ATM cards, online banking and bill payment, wire services, and mobile banking services

Risk Management

  • Life insurance planning
  • Property and casualty insurance planning
  • Liability insurance planning
  • Asset protection planning (trust and offshore planning)
  • Coordination with attorney and insurance agents

Tax Planning

  • Quarterly tax projections and planning
  • Tax reduction and deferral strategies
  • Property tax reduction
  • Asset ownership and entity planning
  • Coordination with tax accountant

Cash Management and Other Services

  • Balance sheet preparation
  • Cash management
  • Benefits administration
  • Aircraft management
  • Cash flow and income planning
  • Debt planning
  • Large purchase negotiations and financing
WELL SAID

J-richard-joiner “Once our clients experience the commitment we have in guiding them through all the areas which affect their wealth, we go from being simply a wealth management firm, to being a trusted advisor who, they feel, is integral to their life. Many clients speak quite passionately to me about how much they appreciate all we do for them and their families, and the peace of mind we provide. They are confident that we are focused only on the best interests of their families... because we are”

Richard Joyner – President and CEO of Tolleson Private Wealth Management

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Tolleson Wealth Management Investment products are not FDIC insured, may lose value and are not bank guaranteed.
Tolleson Private Bank, Member FDIC. Equal Housing Lender
© 2014 Tolleson Wealth Management. All rights reserved.