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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Tolleson Wealth Management Featured in Dallas Business Journal, Securing a Top Ranking in Multiple Lists
Tolleson Wealth Management and Tolleson Private Bank both rank in Dallas Business Journal’s 2021 lists for various accomplishments over the last two years. Most notably, Tolleson Wealth Management is ranked the second largest wealth management firm in Dallas-Fort Worth based on assets under management. The firm was also recognized as a “Dallas 100” company by […]
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Tolleson Wealth Management’s Portfolio Strategists Join Client Advisors in Critical Role
Tolleson Wealth Management is pleased to welcome Brent Young on its growing Portfolio Strategist Team. Bringing 15 years of relevant experience, he will join the client’s core service team, focusing specifically on investment-related advice. Over the last decade, Young held portfolio management roles and worked closely with clients to develop and manage customized, goal-based […]
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D Magazine Names Tolleson Wealth Management a 2021 Top Wealth Manager in Dallas
D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers in its latest November issue. This is the seventh consecutive year that Tolleson Wealth Management has received this award. We are proud to celebrate this recognition with our entire team for all their hard work in providing client families with everything financial. […]
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Richard Joyner’s Industry Leadership is Recognized by Barron’s and UT Wealth Management Center
We are proud to celebrate Richard Joyner, President of Tolleson Wealth Management, for his service to the wealth management industry. Recently inducted to Barron’s Hall of Fame, Richard was featured in the publication’s Top 100 Advisor rankings for the last 10 consecutive years. As Barron’s states, this award honors advisors who, “exemplify long-term success and […]
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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.