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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Careers in Progress: How we help families navigate career decisions
“Where do you see yourself in the next three to five years?” This is often a difficult question to answer for those entering the workforce or attempting to build a meaningful career from an unsatisfactory job. You may feel uncertain about your answer or craft a scripted response to repeat over and over that echoes […]
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Tolleson Wealth Management Presents at 2018 SS&C Deliver Conference
Tolleson Wealth Management employees attended the 2018 Securities Software & Consulting (SS&C) Deliver Conference in Las Vegas last month. The conference was a collaboration of leading firms in both financial services and technology. They discussed trends in asset management through keynote sessions, workshops and panel discussions. Jennifer Kirksey, Wealth Operations Managing Director, gave a presentation […]
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Tolleson Private Bank Receives a Five-Star Ranking from BauerFinancial
BauerFinancial awarded Tolleson Private Bank a five-star ranking this past month. This rating reflects a ‘superior’ score and a recommendation from the institution. BauerFinancial is an independent rating agency that analyzes and reports on data from banks around the country. To read more about Tolleson Private Bank’s rating, visit here. Each institution files a quarterly […]
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Tolleson Wealth Management Celebrates the 2018 Administrative Award Finalists
Tolleson Wealth Management is proud to announce two finalists for Dallas’ 2018 Administrative Assistant Awards. This event is organized to honor and celebrate the contributions of Administrative Professionals each year. Andrea Cox, Administrative Assistant for Wealth Operations and Valerie Marquez-Salceda, Client Service Associate on the Client Advisory Team, were both nominated by Tolleson Wealth Management […]
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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.