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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D Magazine Names Tolleson Wealth Management a 2022 Top Wealth Manager in Dallas
D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers for the eighth consecutive year. We are proud to celebrate this recognition with our whole team for their dedication in providing client families with everything financial. Nominated by local wealth managers and selected by an anonymous panel of Certified Financial Planners, the […]
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Tolleson Wealth Management Featured in Dallas Business Journal’s 2022 Dallas 100 Rankings
Tolleson Wealth Management was featured in Dallas Business Journal’s 2022 Dallas 100 rankings. Headed by the Caruth Institute for Entrepreneurship at SMU’s Cox School of Business, this annual ranking distinguishes Tolleson as one of the 100 fastest-growing private companies in North Texas. The firm’s leadership team continues with their people-first philosophy, honoring its team’s dedication […]
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Managing Director Rachael Reese Wins 2022 Family Wealth Alliance Young Professionals Award
Family Wealth Alliance recognized Rachael Reese, a Managing Director on the Client Advisory Team at Tolleson Wealth Management, with the 2022 Family Wealth Alliance Young Professionals Award. Family Wealth Alliance searched for the top young professionals under 40 in the family wealth industry who showcased “a strong record of innovation and outstanding performance.” This award […]
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2022 Natural Disaster Resource & Giving Guide
Every year, the United States experiences devastating natural disaster events such as hurricanes, tornadoes, wildfires, etc. If you are interested in helping the disaster relief effort, we have included some suggestions below. For more information or to donate, click the links below. American Red Cross Center for Disaster Philanthropy Convoy of Hope The Salvation Army […]
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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.