Enjoy your wealth a multi-family office for all things financial
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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 with all things financial.
- 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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Jennifer Kirksey: A Leading Woman in Fintech
Tolleson Wealth Management’s Jennifer Kirksey, Managing Director of Wealth Operations, is featured in an episode of SS&C Advent’s podcast Tech it Up, discussing “Women in Fintech” and their crucial role in organizations. Jennifer, as a top leader overseeing the firm’s financial technology and operations, is an active participant in her professional community and a regular […]
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Hurricane Ida Giving Guide
Striking on Sunday, Aug. 29, Hurricane Ida impacted the Southern Louisiana as a Category 4 hurricane and continues to create issue for the Northeast. If you are interested in helping those affected by Hurricane Ida and the surrounding areas, we have included some suggestions below. American Red Cross North Texas Food Bank Operation Kindness Samaritan’s […]
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Afghanistan Refugee Giving Guide
As Taliban forces continue to take control of Afghanistan, tens of thousands of people are attempting to flee the country and seek refuge. Many fear what the return of Taliban rule will mean for the country’s citizens in general, and for women and girls in particular. If you are interested in helping the humanitarian crisis […]
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Tolleson Wealth Management Adds Two Directors to Growing Client Advisory Team
Tolleson Wealth Management is pleased to announce that Peter Eyestone and Kyle Manley have joined the firm as Directors on the Client Advisory Team. Both will be responsible for delivering family office services to client families. Prior to joining Tolleson Wealth Management, Eyestone was Senior Vice President and Senior Investment Officer at The Northern Trust […]
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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.