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
- Strategic Wealth Management & Financial Planning
- Investment Management
- Trusts & Estates
- Philanthropy
- Family Engagement
- Tax & Bookkeeping*
- Private Banking
News & Events
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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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President Richard Joyner is named a 2022 Barron’s Top 100 Independent Financial Advisor
Barron’s released its 2022 Top 100 Independent Advisors list, with President of Tolleson Wealth Management Richard Joyner listed as #6. This is the ninth year he is featured on the list. As identified by Barron’s, the ranking reflects assets under management, revenue produced for the firm, and quality of practice. Joyner continues to focus on […]
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2022 Summer Analyst Program Comes to a Close
Tolleson Wealth Management’s 2022 Summer Analysts represent the largest class of interns in the firm’s history. We want to thank them for their dedicated service this summer, as they were able to assist with unique projects that directly benefitted our clients. The Summer Analyst program is intended to provide a holistic view of the firm, […]
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Tolleson Wealth Management Listed in Financial Advisor’s 2022 Annual RIA Ranking
Financial Advisor Magazine ranks Tolleson Private Wealth Management on its 2022 annual RIA list for the 10th consecutive year. Listed as #62 in the national ranking out of 534 firms, we are proud to celebrate a decade of growth since first receiving this award in 2012. The full list of rankings is featured in 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.