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.
Tracy Fulton Receives Award from Sammons Center for the Arts
Tracy Fulton, Senior Vice President for Tolleson Private Bank, received the Hall of Fame award from the Sammons Center for the Arts.Read more...
Executive Assistants Named Finalists for Dallas Admin Awards
Tolleson Wealth Management Executive Assistants Jacquie Braz, Lily Salinas and Lisa Trammell recognized as finalists for the 2017 Dallas Admin Awards.Read more...
Richard Joyner Recognized on Barron's Top 100 Independent Wealth Advisors List
President Richard Joyner is listed as #17 nationally.Read more...
What you Need to Know About the Equifax Data Breach
Following the data breach of credit-reporting company Equifax, we have some recommendations on what you should do.Read more...
Employees Accepted into Dallas Leadership Programs
Tolleson Wealth Management employees Valerie Hooper, Shannon Listorti and Tracey Reyes accepted into various competitive leadership programs.Read more...
Internships Teach Four Students about Working for a Multi-Family Office
This summer, Tolleson Wealth Management employed four interns as part of its annual summer internship program.Read more...