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 Listed In Financial Advisor's 2018 Annual RIA Ranking
Tolleson Wealth Management was listed in the 2018 Annual RIA Ranking by Financial Advisor Magazine.Read more...
Business Analysis Manager Jennifer Kuncl Announced As A Finalist For D CEO's 2018 Nonprofit And Corporate Citizenship Awards
Jennifer Kuncl’s work with nonprofit organization Holy Sews has landed her a spot as a finalist in the Volunteer of the Year category of the 2018 D CEO awards.Read more...
Tolleson Wealth Management Hosts Financial Training Classes At Wesley-Rankin Community Center
Employees from Tolleson Wealth Management and Tolleson Private Bank hosted a class for senior citizens at Wesley-Rankin Community Center this summer.Read more...
Dallas Business Journal Honors Dotti Reeder With 2018 Women In Business Award
Tolleson Wealth Management’s Dotti Reeder, Managing Director on the Client Advisory Team, was chosen by The Dallas Business Journal as an honoree for the 2018 Women in Business Awards.Read more...
Tolleson Wealth Management Celebrates Summer With A Family Picnic
Employees celebrated the new season with a carnival-themed picnic hosted by Tolleson Wealth Management.Read more...
Tolleson Wealth Management Hosts Barbara Pierce Bush And Jenna Bush Hager For A Family Education Speaker Series Event
CEO Carter Tolleson moderated a luncheon panel with the Bush sisters for a Family Education Speaker Series event on May 2.Read more...
Tolleson Wealth Management Sponsors 2018 Mergers And Acquisitions Awards Hosted By D CEO
D CEO and ACG Dallas/Fort Worth recognized the top Mergers and Acquisition deals in North Texas with an awards ceremony and a sponsorship from Tolleson Wealth Management.Read more...
InvestmentNews Named Tolleson Wealth Management On 2018 Best Places To Work For Financial Advisors
Tolleson Wealth Management was recognized by InvestmentNews as a 2018 Best Places to Work for Financial Advisors this week.Read more...
Jennifer Kirksey's Top 5 Tips For Growth In The Workplace
As a newly promoted Managing Director, Jennifer Kirksey shares insights into her career growth.Read more...