Enjoy your wealth a multi-family office for all things financial
PODCAST
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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InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors
InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the fourth consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s 75 firms throughout the country. “We are […]
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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 the need for a family office. Check out full episode details and click to tune in below. “Do I need a Multi-Family Office?” We share […]
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Family Wealth Report Names Tolleson Wealth Management Award Finalist in Multiple Categories
Tolleson Wealth Management named a finalist in three categories for the Family Wealth Report Annual Awards this month. Categories included: Fiduciary or Trust Services Credit Solution Multi-Family Office ($5-$10 billion Assets Under Management) The annual Family Wealth Report Awards program recognizes innovative firms, teams, and individuals serving family office, family wealth management, and trusted advisor […]
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Winter Storm Resources Following 2021’s Freezing Temperatures and Snow
Millions of Texans are without heat, power, and suitable housing in response to recent winter storms. With below-freezing temperatures and hazardous road conditions, many are in need of assistance and support as resources are stretched thin throughout the state. In response to these needs throughout our community, our Philanthropy Services Team has curated a list […]
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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.