Enjoy your wealth a multi-family office for all things financial
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 Learning
- Tax & Bookkeeping*
- Private Banking
News & Events
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Tolleson Private Bank Fosters Financial Growth in the Community
Senior Vice President and Regulatory Compliance Officer Alta Mantsch helps a student with a finance exercise. While Tolleson Private Bank is passionate about serving client families, the bank is also committed to serve within the greater Dallas community. Through providing credit and lending in these areas, Tolleson Private Bank hopes to foster more financial opportunities […]
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Tolleson Wealth Management Recognized as 2020 Top Wealth Manager by D Magazine
D Magazine selected Tolleson Wealth Management as a Top Wealth Manager for 2020. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the sixth consecutive year that Tolleson Wealth Management has received this award. To view the list published by D Magazine, […]
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Holiday Giving Guide
‘Tis the season for giving! The Philanthropy Services team has compiled a list of organizations on the best ways to volunteer and donate this year. Volunteer as Santa Claus or his Little Helper Channel your inner elf and make a child’s Christmas by “answering” their letter to Santa Claus. Be a Santa to a senior […]
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Employees Celebrate the Holidays by Giving Back
To get into the holiday spirit, employees participated in the annual “giving tree” drive benefitting the firm’s community partner St. Philip’s School and Community Center. Sixty employees provided coats to 100 children at the school and community center’s annual Christmas store. It is the seventh year that the firm has offered a holiday drive for […]
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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.