A multi-family office that starts with you.
Tolleson Wealth Management exists to help clients navigate the financial and emotional complexities of wealth. Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized.
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.
- 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 Education & Governance
- Tax & Bookkeeping*
- Private Banking
News & Events
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The Power of “WE”
On March 27, I joined colleagues, teachers, students, A-list performers and international speakers in celebrating Texas’ WE Day in Downtown Dallas, a movement launched by brothers Craig and Marc Kielburger. As humanitarians, activists and social entrepreneurs, the Kielburgers founded a family of organizations dedicated to the power of “WE” – bringing people together to change […]
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InvestmentNews Names Tolleson Wealth Management a 2019 Best Place to Work for Financial Advisors
InvestmentNews published its second annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management again. The selection is based on employer and employee surveys regarding culture, benefits career paths and more. The firm was chosen as one of 75 employers throughout the country. “We are thrilled about the recognition this […]
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Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank
Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family. “Having a private bank is an integral and important piece of our overall business. It […]
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Tolleson Wealth Management Celebrates Business Analysis Manager Jennifer Kuncl’s Volunteer Accomplishments
Jennifer Kuncl received a $1,000 grant from Tolleson Wealth Management for her work with Holy Sews-DFW in 2018. She logged more than 160 volunteer hours with the organization, earning her the Employee Community Service Award for the year. Jennifer has volunteered as Director of Holy Sews-DFW for seven years and oversees more than 100 registered […]
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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.