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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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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Employees Partner with St. Philip’s School & Community Center Through Pantry Drive
As part of Tolleson Wealth Management’s commitment to creating a meaningful impact in the Dallas community, the firm continues to proudly serve its partnership with St. Philip’s School & Community Center. In August, employees participated in a food and supply drive to benefit the Aunt Bette’s Community Pantry, contributing nearly $3,000 in online donations and […]
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Barron’s Ranks President Richard Joyner on the 2021 Top Independent Advisors List
Barron’s 2021 Top Independent Advisor list was released, with Tolleson Wealth Management’s Richard Joyner listed as #16 of 100 advisors in America. As identified by Barron’s, the ranking is reflective of the “volume of assets overseen by the advisors and their teams, revenues generated for the firms, and quality of the advisors’ practices.” He was […]
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2021 Fitness Challenge: Celebrating Summer Sports
Each summer, Tolleson Wealth Management employees take part in a fitness challenge, encouraging all participants to stay active with friendly competition. The 2021 Fitness Challenge honored the Summer Olympic Games with its theme and kicked off with a weekly goal to hit 90 active minutes. Employees were then encouraged to increase that baseline by 30 […]
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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.