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 Wins 2018 Private Asset Management Award
The Private Asset Management Award for Best Multi-Family Office – Overall (over $2 billion) was awarded to Tolleson Wealth Management.Read more...
J. Carter Tolleson Recognized in D CEO Dallas 500
Tolleson Wealth Management’s J. Carter Tolleson was included in the 2018 special edition of D CEO’s Dallas 500 with influential Dallas-Fort Worth business leaders.Read more...
Tolleson Wealth Management's Jeff Strese Contributes to Family Business Magazine
Jeff Strese, Chief Talent and Learning Officer, tackles the topic of regular family council meetings in his latest article for Family Business Magazine.Read more...
Richard Joyner and Jeff Strese Share Insights On "Preparing The Next Generation Of Beneficiaries"
Richard Joyner and Jeff Strese collaborated on a blog post for Family Office Exchange in preparation for the upcoming Private Family Trust Company Workshop™ in February.Read more...
Tolleson Wealth Management Launches Enhanced Wellness Program
Tolleson Wealth Management kicked off 2018 with Live Well, a comprehensive health and wellness platform to address different aspects of well-being.Read more...
Richard Joyner Recognized on Barron's Top 100 Independent Wealth Advisors List
President Richard Joyner is listed as #17 nationally.Read more...