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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Employees Celebrate the Giving Season Through Toy Drive
To celebrate the season of giving, Tolleson Wealth Management employees sponsored a toy drive for Bonton Farms. Employees provided 250 toys for the organization’s toy drive. This is the ninth year the firm has sponsored a holiday drive for an organization-in-need. The firm selected Bonton Farms as its community partner in 2022 to create an […]
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Tolleson Team Supports New Partnership for Affordable Housing in West Dallas
Tolleson Private Bank backs Builders of Hope partnership project, creating affordable housing in West Dallas. When the opportunity to partner with Builders of Hope Community Development Corporation (CDC) to build affordable housing in West Dallas arose, the Tolleson team was excited to be involved. Tolleson Private Bank is continuously collaborating with various organizations to create […]
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Tolleson Wealth Management Ranked as #2 Dallas-Fort Worth Area Wealth Management Firm by Dallas Business Journal
Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms. Rankings are based on local assets under management. To learn more about the rankings and to view the whole list, visit here. Dallas Business Journal surveyed wealth management firms beginning Jan. 3, 2022. The surveys were […]
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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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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.