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.
- 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 Learning
- Tax & Bookkeeping*
- Private Banking
News & Events
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A Conversation with Reid Porter: A Safer and More United Dallas
Tolleson Wealth Management’s Philanthropy Director Susan Jenevein virtually sat down with Reid Porter to discuss his organization, Advocates for Community Transformation (“ACT”). The organization uses innovative approaches to create safer neighborhood in Dallas by fostering relationships and empowering neighbors to stand up for their community. Porter and Jenevein discuss how ACT bridges differences, creates safer communities, and has […]
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Shop for a Cause: Black Friday Giving
Black Friday is known for good deals and slashed prices; however, this year it is a chance to give back. Many stores and companies take Black Friday’s increased sales as an opportunity to donate portions of their sales to philanthropic organizations. Now, it is possible to get holiday shopping done while also benefitting the community […]
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Carter Tolleson Named D CEO Dallas 500 Business Leader
Carter Tolleson is recognized on the cover of D CEO Magazine’s special edition December issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most influential business leaders in North Texas for the third year. Tolleson was nominated and chosen by the editors of D Magazine after months of […]
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Adapting to Current Times, Tolleson Wealth Management Attends Virtual Career Fairs
Each fall and spring, Tolleson Wealth Management attends career fairs and meets students from universities across Texas and surrounding states. Career fairs ran a little differently this year, like everything else. While conversations with students were no longer in person, employees still gave students insight and created relationships. “We try to pair employees that are […]
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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.