Enjoy your wealth a multi-family office for all things financial

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.

John Tolleson opens a single-family office to manage his family’s needs
Tolleson Wealth Management is founded to serve the needs of other families
Tolleson Private Bank is formed
Activated our trust charter, allowing us to serve as corporate trustee for families
Tolleson Wealth Management Speaker Series is launched
Began providing philanthropy services and foundation management
John Tolleson becomes Executive Chairman, Carter Tolleson named CEO and Richard Joyner appointed President of Tolleson Wealth Management
20 years of serving clients and their families
John C. Tolleson
“Our team structure allows us to work together to address our clients' most complex needs.”


J. Carter Tolleson
J. Richard Joyner
Christine Finn
Jennifer Wagoner Kirksey
Susan Jenevein

Comprehensive services, delivered in concert

  • Estate Planning
  • Investment Management
  • Private Trust Services
  • Philanthropy
  • Financial Reporting and Bill Pay
  • Family Engagement
  • Tax Planning and Preparation*
  • Private Banking

News & Events


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.