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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Managing Director Jennifer Kirksey Receives Family Wealth Report Award
Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award. The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the […]
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CIO Eric Bennett Talks 2022 Inflation with Dallas Business Journal and D Magazine
Since last fall, the investment world has focused heavily on inflation – debating whether it is a shorter or longer-term problem. As the economy has not seen high inflation since the 1980s, investors today are faced with mostly negative memories from that period. With more than 35 years of experience in the industry, Chief Investment […]
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Barron’s Ranks President Richard Joyner a Top Texas Advisor for 2022
Barron’s released its 2022 Top 1200 Financial Advisors list, organized by state. President of Tolleson Wealth Management Richard Joyner is listed as #3 in Texas. This is the fifth year he is featured as a top advisor in Texas. As identified by Barron’s, the ranking is reflective of assets under management, revenue produced for the […]
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Tolleson Wealth Management Celebrates New Managing Directors
Tolleson Wealth Management was pleased to recognize the 25 new promotions announced in 2022. From this talented group, we are excited to highlight our three new managing directors. Susan Wells Jenevein was promoted to Managing Director of Philanthropy and Family Engagement. Jenevein joined Tolleson Wealth Management in 2018 from a 20-year career in philanthropy working […]
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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.