Enjoy your wealth a multi-family office for all things financial
- AWARDS Family Wealth Report Announces Tolleson Wealth Management Award Winner in Multiple Categories
NEWS & EVENTS
InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors
Tolleson Insights Podcast
Giving Together: Using Philanthropy to Prepare the Next Generation
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.
- John Tolleson opens a single-family office to manage his family’s needs
- Tolleson Wealth Management is founded to serve the needs of other families
- Tolleson Private Bank is formed
- Activated our trust charter, allowing us to serve as corporate trustee for families
- Tolleson Wealth Management Speaker Series is launched
- Began providing philanthropy services and foundation management
- 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
- Tax & Bookkeeping*
- Private Banking
News & Events
Reverse Mentor Program Aims to Cultivate Growth
The Reverse Mentor Program wrapped up another successful cohort as it continued to evolve in its third year. Twelve Tolleson Wealth Management employees mentored a group of senior leaders to amplify their coaching skills and provide new ideas for organizational growth. Divided into pairs, they worked together to continue the program mission of stimulating unique […]Read more
Employees Focus on Professional Development with Podcast Club
After the launch of the podcast series Tolleson Insights run by President Richard Joyner, employees were inspired to learn and connect with new topics. Tolleson Wealth Management’s internal ‘Culture Club’ committee explored how different types of podcasts could create professional development and networking opportunities across each team. Taking leadership of the idea, Business Analyst Meghan […]Read more
Women Building Stronger, Safer Communities with Habitat for Humanity
Building stronger and safer communities is a philosophy that Tolleson Wealth Management cares about, especially when its employees can make a tangible impact. In April, eight employees from wealth management and private banking departments put together an all-women team to participate in the second year of Women Build Dallas and help raise the walls on […]Read more
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 […]Read more
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.