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
“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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Carter Tolleson Celebrated as a Most Admired CEO by Dallas Business Journal
In its latest publication, Dallas Business Journal honors Carter Tolleson as a 2022 Most Admired CEO. This award is given to CEOs who deliver outstanding performance in guiding a company to success and contributing to the overall growth of the North Texas business community. Tolleson exemplifies an admired CEO through his leadership, decision-making, and authentic […]
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Tolleson Private Bank Celebrates $1 Billion in Assets
Tolleson Private Bank hit a major milestone this year, reaching $1 billion in assets. Founded in 2003, three years after Tolleson Wealth Management began offering multi-family office services, the Bank has grown through the years into a highly customized and attentive banking service. Starting from strong family-founded roots, it was built from the ground up […]
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Tolleson Wealth Management Named a 2022 Charitable Champion
Tolleson Wealth Management is one of 10 financial advisory firms selected for the annual Charitable Champions List by The Invest in Others Charitable Foundation (“Invest in Others”), which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations. From environmental causes to financial literacy, animal welfare, medical […]
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Employees Celebrate Summer at Tolleson Wealth Management’s Annual Picnic
To kick off summer, Tolleson Wealth Management hosted its annual picnic. The Tolleson family invited employees and their families to gather for a celebration with entertainment and treats. This year, “Camp Teagle” introduced the picnic’s first-ever Pickleball Tournament. Carnival games, a petting zoo, bungee jump, caricature artist, and scavenger hunt were among the many activities […]
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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.