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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Richard Joyner Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List
The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]
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Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia
Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]
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Tolleson Wealth Management Kicks Off the School Year with a Drive
With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]
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Managing Director Dotti Reeder honored as a 2018 Women in Business “Power Player” by Dallas Business Journal
This month’s Dallas Business Journal featured the top 30 women business leaders in the Dallas-Fort Worth area, including Tolleson Wealth Management’s Dotti Reeder. Reeder leads alongside two Managing Directors on the firm’s Client Advisory Team. She spoke to the Dallas Business Journal about Tolleson Wealth Management’s reputation and how the firm successfully attracts clients by […]
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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.