How will you
enjoy
your wealth?
Tolleson Wealth Management,
a multi-family office for
all things financial.
Who We Are
A privately-owned and family-run business, we exist to simplify life for wealthy individuals and their families. Established in 1997 as a family office for the Tolleson family, our comprehensive family office services help clients navigate their inherent complexities.
-
Top Dallas Wealth Manager
D Magazine -
#2 Largest Wealth Management Firm
Dallas Business Journal -
Best-Performing Small Bank
Tolleson Private Bank S&P Global Market Intelligence -
Most Admired CEO
Carter Tolleson Dallas Business Journal
Our Story
We are your family office – built by the Tolleson family and designed to manage all things financial. We empower you to enjoy your wealth by complementing your values and vision with our expertise, using the knowledge and learned experiences gathered over decades of serving families of wealth. We know families – their dynamics, their difficulties, and their long-term needs. Our foundation was built by a family like yours with complex affairs no one else could manage. We exist to be that solution, to partner with you through life’s opportunities and challenges.
Integrated Services
As your family office, we are here to manage your financial needs and execute on every detail. Our full suite of services exists to support your family enterprise, no matter how simple or complex. We created our services to extend beyond the typical services you might find elsewhere. It’s important to us to take the care and time to understand your full situation, integrating seamlessly with your needs and leveraging our in-house specialists across diverse service areas.
Family
Enterprise
Family Legacy
Assets
Financial
Assets
Real Estate
Assets
Philanthropic
Assets
Operating
Business
Tax Planning and Strategy
Investment Management
Banking
Estate Planning
Financial Reporting and Bill Pay
Philanthropy
Trustee and Estate Settlement
Family Engagement
What We Offer
Investment Management
Estate Planning
Family Engagement
Tax Planning and Strategy
Private Banking
Trustee and Estate Settlement
Financial Reporting and Bill Pay
Philanthropy Services
“Wealthy families have an inherent complexity that few can comprehend. I started our family office because there wasn’t another solution available. No one could provide all the services we needed.”
John C. Tolleson, Executive Chairman and Founder
The Tolleson Insights Podcast is where we share conversations to help families build on their success and leave a more meaningful legacy.