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.
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.
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.
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.
J. Carter Tolleson Recognized in D CEO Dallas 500
Tolleson Wealth Management’s J. Carter Tolleson was included in the 2018 special edition of D CEO’s Dallas 500 with influential Dallas-Fort Worth business leaders.Read more...
Tolleson Trust Department Participates in Chopped Cooking Challenge
To promote team building, Tolleson Private Bank’s Trust Department competed in a Chopped Cooking Challenge together.Read more...
Tolleson Wealth Management Celebrates the Holidays in Style
Tolleson Wealth Management employees celebrated with a nod to the 1920s at the annual Holiday Party.Read more...
Tolleson Wealth Management Employees Host Holiday Meal Drive
Employees at Tolleson Wealth Management hosted a meal drive to benefit the families served at the Wesley-Rankin Community Center, a local community partner.Read more...
Announcing Eric Bennett as Chief Investment Officer
Tolleson Wealth Management co-founder Eric Bennett will rejoin the firm full-time after serving as Interim Chief Investment Officer (CIO) over the last year.Read more...
Richard Joyner Recognized on Barron's Top 100 Independent Wealth Advisors List
President Richard Joyner is listed as #17 nationally.Read more...