How will you
enjoy your wealth?

Tolleson Wealth Management,
a multi-family office for
all things financial.

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Who We Are

A privately-owned and family-run business, we exist to simplify life for wealthy individuals and their families. Established in 1997 as a family office for the Tolleson family, our comprehensive family office services help clients navigate their inherent complexities.

Awards and Recognition

  • Top Dallas Wealth Manager

    D Magazine

  • #2 Largest Wealth Management Firm

    Dallas Business Journal

  • Best-Performing Small Bank

    Tolleson Private Bank S&P Global Market Intelligence

  • Most Admired CEO

    Carter Tolleson Dallas Business Journal
Learn about who we are:

Our Story

We are your family office – built by the Tolleson family and designed to manage all things financial. We empower you to enjoy your wealth by complementing your values and vision with our expertise, using the knowledge and learned experiences gathered over decades of serving families of wealth. We know families – their dynamics, their difficulties, and their long-term needs. Our foundation was built by a family like yours with complex affairs no one else could manage. We exist to be that solution, to partner with you through life’s opportunities and challenges.

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Integrated Services

As your family office, we are here to manage your financial needs and execute on every detail. Our full suite of services exists to support your family enterprise, no matter how simple or complex. We created our services to extend beyond the typical services you might find elsewhere. It’s important to us to take the care and time to understand your full situation, integrating seamlessly with your needs and leveraging our in-house specialists across diverse service areas.

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Family
Enterprise

Family Legacy
Assets

Financial
Assets

Real Estate
Assets

Philanthropic
Assets

Operating
Business

Tax Planning and Strategy

Investment Management

Banking

Estate Planning

Financial Reporting and Bill Pay

Philanthropy

Trustee and Estate Settlement

Family Engagement

What We Offer

Investment Management

With our view of the economic landscape and your family’s specific vision, we build a personalized investment portfolio aimed to meet your goals.1

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Estate Planning

Good estate planning should be more than a plan that sits on a shelf. We work with you to create, implement, and monitor a plan that incorporates your family’s goals and long-term wishes.

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Family Engagement

We support clients in building a foundation to help ensure an engaged, resilient, and thriving family for generations.

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Tax Planning and Strategy

Our in-house tax professionals help to formulate proactive tax planning strategies and coordinate individual, trust, estate, and personal entity returns.3

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Private Banking

We provide sophisticated services to conveniently support your family’s personal and business banking needs.2

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Trustee and Estate Settlement

Through Tolleson Private Bank, we offer a full suite of services and have extensive experience working with family enterprises and integrating seamlessly with your estate plan.2

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Financial Reporting and Bill Pay

We offer comprehensive financial reporting and bill pay services to support your investment, tax, estate, and philanthropic plans.

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Philanthropy Services

By understanding the impact you want to make, our team can advise and execute on the best way to fulfill your charitable wishes.

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“Wealthy families have an inherent complexity that few can comprehend. I started our family office because there wasn’t another solution available. No one could provide all the services we needed.”

John C. Tolleson, Executive Chairman and Founder
Meet Our Leadership Team

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