Enjoy your wealth a multi-family office for all things financial
PODCAST
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 Engagement
- Tax & Bookkeeping*
- Private Banking
News & Events
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Lessons Learned Navigating the Pandemic
How have families navigated the pandemic? What are some of the valuable lessons learned? Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. In my latest episode of Tolleson Insights, I share my insights after […]
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Bitcoin: Buy, sell, or hold?
Bitcoin has been a highly debated topic among investors for more than a decade. It recently made headlines due to its rapid price acceleration and volatility – rising from $10,000 to more than $60,000 per Bitcoin over the last 10 months. In my latest Investment Insights article, I share our current view on Bitcoin. WANT […]
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Reverse Mentor Program Aims to Cultivate Growth
The Reverse Mentor Program wrapped up another successful cohort as it continued to evolve in its third year. Twelve Tolleson Wealth Management employees mentored a group of senior leaders to amplify their coaching skills and provide new ideas for organizational growth. Divided into pairs, they worked together to continue the program mission of stimulating unique […]
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Employees Focus on Professional Development with Podcast Club
After the launch of the podcast series Tolleson Insights run by President Richard Joyner, employees were inspired to learn and connect with new topics. Tolleson Wealth Management’s internal ‘Culture Club’ committee explored how different types of podcasts could create professional development and networking opportunities across each team. Taking leadership of the idea, Business Analyst Meghan […]
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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.