Enjoy your wealth a multi-family office for all things financial
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NEWS & EVENTS
InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors
- NEWS & EVENTS Managing Director Jennifer Kirksey Receives Employee Community Service Award for Impact in Dallas Community
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PODCAST
Tolleson Insights Podcast
Giving Together: Using Philanthropy to Prepare the Next Generation
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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Investment Update & Economic Outlook: One Year After Covid Began
It has been a little over a year since our lives were shook by COVID-19 shutdowns across the United States. The damage to the economy was substantial last year, but now many want to know what happens next? In this clip from our latest economic outlook video, we discuss what we are watching for: WANT […]
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Family Wealth Report Announces Tolleson Wealth Management Award Winner in Multiple Categories
Following its finalist announcement back in February, Family Wealth Report named Tolleson Wealth Management a winner in multiple categories during the 8th Annual Award Ceremony. The firm is proud to celebrate its achievements in Multi-Family Office ($5 billion to $10 billion AUM) and Credit Solution categories alongside a commended recognition in the Fiduciary and Trust […]
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Tolleson Insights Podcast
Welcome to the Tolleson Insights Podcast where I share conversations to help families build on their success and leave a more meaningful legacy. Our latest episode in the series discusses how philanthropy helps prepare the next generation. Check out full episode details and click to tune in below. Giving Together: Using Philanthropy to Prepare the […]
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Looking Forward: Tolleson Wealth Management Presents the Future
How will the world change after experiencing nearly a year of an unprecedented pandemic? Philanthropy Director Susan Jenevein sought to answer just that with the launch of a new webinar series called Tolleson Wealth Management Presents the Future. Covering four key areas of education, travel, Texas, and energy, she speaks to various industry experts about […]
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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.