Enjoy your wealth a multi-family office for all things financial
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Our Story
The story of Tolleson Wealth Management starts with family. A third-generation banker, John Tolleson founded a single-family office to address his complex needs and keep the family’s best interests in mind.
Combining this foundation and a desire to serve others, we quickly grew into a solution that could benefit many families. Today, our comprehensive services continue to serve families of substantial wealth with all things financial.
- 1997
- John Tolleson opens a single-family office to manage his family’s needs
- 2000
- Tolleson Wealth Management is founded to serve the needs of other families
- 2003
- Tolleson Private Bank is formed
- 2006
- Activated our trust charter, allowing us to serve as corporate trustee for families
- 2008
- Tolleson Wealth Management Speaker Series is launched
- 2014
- Began providing philanthropy services and foundation management
- 2017
- John Tolleson becomes Executive Chairman, Carter Tolleson named CEO and Richard Joyner appointed President of Tolleson Wealth Management
- 2020
- 20 years of serving clients and their families
“Our team structure allows us to work together to address our clients' most complex needs.”
– JOHN TOLLESON
Comprehensive services, delivered in concert
- Estate Planning
- Investment Management
- Private Trust Services
- Philanthropy
- Financial Reporting and Bill Pay
- Family Engagement
- Tax Planning and Preparation*
- Private Banking
News & Events
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Director Courtney Joyner Recognized in People Newspapers 20 Under Forty
We are proud to celebrate Philanthropy and Family Engagement Director Courtney Joyner for her recognition as a 20 Under Forty honoree in People Newspapers. This category highlights those in the Park Cities and Preston Hollow that are making a difference, embodying what it means to be an active member of their community. Courtney assists in […]
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Tolleson Hosts Market Strategist Dr. Edward Yardeni for Exclusive Client Event
Chief Investment Officer Eric W. Bennett hosted Dr. Edward Yardeni for a special webinar to discuss key opportunities and challenges in today’s economic landscape, exclusively for Tolleson Wealth Management clients. During the interview, Dr. Yadeni shared his current stance on the Fed, rent inflation, and why not to time the market. He also believes the […]
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Highlighting our Women on International Women’s Day
Women Leaders of Tolleson brought in Katherine Wagner, CEO of Business Council for the Arts, to discuss the art in Dallas and how the business community can engage with the arts community. She gave an overview of the impact of art and how the culture benefits from a strong art community. Women Leaders of Tolleson […]
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Tolleson Team Gathers and Celebrates Together at the Perot
Employees at Tolleson gathered in February for the company’s bi-annual team meeting. This event brought together all employees to network, celebrate milestones, and hear from the company’s leaders. Located at the Perot Museum of Nature and Science, the event featured CEO Carter Tolleson and President Richard Joyner with presentations about important projects and the company […]
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Careers
As we serve our clients, we value employees and company culture just as much.
We are continuous learners who are passionate and purposeful. Our team is made up of self-starters who enjoy a workplace that's collaborative and engaging. We believe in building relationships, making a difference in the lives of others and constantly seeking ways to create and innovate.
Interested in working with us? Learn more about our opportunities.