Enjoy your wealth a multi-family office for all things financial
PODCAST
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
-
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 […]
Read more -
A Service-First Mindset
The Tolleson Wealth Management purpose lies in determining how to best serve clients and their families. As our diverse team focuses on solving complex problems and positively impacting client lives, we remain focused on our service-driven mission. Through a culture of collaboration, we are dedicated to enriching the lives of our employees and our clients.
Read more -
Tolleson Wealth Management Hosts Firm-Wide Celebration for Annual Mid-Year Promotions
Tolleson Wealth Management recognized the following 17 promotions in June. Adele Noel Manager, Client Advisory Team Andrew Dunafan Senior Associate, Client Bookkeeping Claire Dameris Senior Analyst, Client Advisory Team Colleen Seagraves Senior Client Service Associate, Private Banking Officer Courtney Joyner Director, Philanthropy and Family Engagement Darlene Thimmig Vice President and Lending Coordinator, Private Banking Emily […]
Read more -
Tolleson Wealth Management is Temporarily Relocating in August to One Arts Plaza
After more than 20 years in business at our 5500 Preston Road, Suite 250 location, we are undergoing an office refresh for a better client and employee experience. We are pleased to announce that Tolleson Wealth Management will temporarily relocate to One Arts Plaza’s Suite 1200 until summer 2023. Tolleson Private Bank will remain at […]
Read more
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.