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
- Disaster Relief Resources for Devastating Australia Wildfires
The bushfires in Australia have continued to grow and create devastation across the continent, harming many people and wildlife. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best ways to help and donate. […]
Read more - Staying Secure During the Holiday Season
Many people’s usual patterns are impacted during the holidays due to an increase of shopping, traveling, or a combination of both. It’s easy to forget that these activities also leave people more vulnerable to online hacks and threats. We want to help our clients protect themselves and focus more on enjoying time with family and […]
Read more - Tolleson Wealth Management Hosts Pajama Drive for Wesley-Rankin Community Center
With the holiday season in full swing, employees participated in a giving drive benefitting children of the firm’s Community Connections partner Wesley-Rankin Community Center. Forty-one employees provided pajamas to 62 children served by the center. This is the sixth year that the firm has offered a holiday drive for an organization-in-need and the third year […]
Read more - Tolleson Wealth Management recognized as a 2019 Charitable Champion
Tolleson Wealth Management announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others evaluated applications […]
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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.