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.
Tolleson Wealth Management Hosts Family Education Program Event Featuring Diana Chambers
Titled “Financial EQ,” the event focused on helping clients make the most of their wealth through financial emotional intelligence.Read more...
Brittyn Russell Brender Represents Texas Wall Street Women on NBC 5 News
Senior Vice President and Director of Private Trust Brittyn Russell Brender promoted the Texas Wall Street Women’s Fall Fundraiser during a live interview.Read more...
Tracy Fulton Receives Award from Sammons Center for the Arts
Tracy Fulton, Executive 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...