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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Preparing for Your Family’s Future
As we transition into another year navigating the pandemic’s unknowns, a family’s need to prepare for succession and practice decision-making is greater. When unexpected circumstances occur, we help families have a plan in place to aid in the transition process. In my latest episode of Tolleson Insights, I share why prepping for your family’s future […]
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CEO Carter Tolleson Named as One of Dallas’ 500 Most Powerful Business Leaders by D CEO
CEO Carter Tolleson is featured in D CEO’s annual Dallas 500 magazine as a top influential and powerful leader in the local banking and finance industry. This is the fourth consecutive year he was named to the special publication. “We’re doing important and valuable work for the families we serve,” Tolleson said to employees in […]
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Employees Give Back Through Service Project Tolleson Team Serves
The firm’s company-wide service project, Tolleson Team Serves, came back for a second year as employees volunteered to support local non-profits. Grouped into 16 teams, every department had the opportunity to select a local charity and volunteer activity to do together. After each service was completed, Tolleson Wealth Management made a $2,500 donation to recognize […]
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Employees Celebrate the Season of Giving Through Coat Drive
Tolleson Wealth Management celebrated the season of giving by sponsoring a coat drive for St. Philip’s School and Community Center. Employees provided 102 coats for the school and community center’s annual Christmas Store. Last year, the Christmas Store served more than 500 families. This is the eighth year the firm has offered a holiday drive […]
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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.