THE PARADOX OF WEALTH
Having wealth can allow you to do anything you want with your time. Managing wealth can dominate every waking minute of your time. Tolleson Wealth Management strives to resolve the paradox.
OUR STORY
The Tolleson family had a need for sophisticated personal financial management with someone who would have only the best interests of the family in mind. They succeeded in creating a highly effective family office operation. Having experienced the benefits, they wanted other families to benefit as well-being free to pursue the life they desire, confident that their wealth is in the best of hands.
OUR MISSION
The staff of your family office must be more than independent advisors; they must be advocates and stewards of your resources. At Tolleson Wealth Management, your interests are our best interest.
Tolleson Wealth Management seeks to assemble the best possible group of service providers for your unique situation and oversee their work on your behalf. As your family office, our allegiance is undivided.
OUR SERVICE
It is reasonable to expect that, as a person of substantial wealth, you should receive a level of personal service somewhat beyond the norm.
Sadly, we have found that such service is hard to come by in today’s world. We have taken it upon ourselves to proudly carry the torch of classic, individualized service.
LATEST UPDATES
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InvestmentNews Named Tolleson Wealth Management On 2018 Best Places To Work For Financial AdvisorsTolleson Wealth Management was recognized by InvestmentNews as a 2018 Best Places to Work for Financial Advisors this week.
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Continued Partnerships Strengthen Tolleson Wealth Management's Community OutreachTolleson Wealth Management continues to support Wesley-Rankin Community Center through its 10th Annual Hattie’s Award Luncheon.
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High Exposure Internships Lead To Career SuccessTax Internships play a major role in career development within Tolleson Wealth Management’s multi-family office.
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Managing Director Royce Ramey Speaks at The Barron's Top Independent Advisors SummitRoyce Ramey, Managing Director on the Client Advisory Team, was invited to speak at the The Barron’s Top Independent Advisors Summit this past week.
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Richard Joyner Receives #2 Ranking on Barron's 2018 Top Advisor ListThe Barron’s 2018 Top Advisor Rankings listed Tolleson Wealth Management President Richard Joyner at #2 in Texas.
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Tolleson Wealth Management Wins 2018 Private Asset Management AwardThe Private Asset Management Award for Best Multi-Family Office – Overall (over $2 billion) was awarded to Tolleson Wealth Management.
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Tolleson Wealth Management Partners With Habitat For Humanity For A Build DayTolleson Wealth Management employees helped build a house for a family in need during a Habitat for Humanity Build Day.
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Tolleson Wealth Management Attends ChildCare Group's Great Adventure HuntTolleson Wealth Management employees put their smarts to the test at ChildCare Group’s 2018 Great Adventure Hunt.
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