A multi-family office that starts with you.
Tolleson Wealth Management exists to help clients navigate the financial and emotional complexities of wealth. Every family is unique and our goal is to provide a comprehensive approach that is both objective and customized.
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
Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking
Tolleson Wealth Management is listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine for the seventh consecutive year. The firm is recognized at #43 in the national ranking and is the highest Texas ranked RIA out of 683 firms. The full list of rankings is featured in the July edition of Financial […]Read more
Generations Serving Together at North Texas Food Bank
More than 45 employees and their families served together at North Texas Food Bank (NTFB) last weekend for a food packing project. Participants assisted in the organization’s hunger relief efforts that serve 190,000 meals for hungry children, seniors, and families across North Texas each day. The activity included an opportunity to learn about the community […]Read more
Celebrating Summer at the Annual Tolleson Wealth Management Picnic
Employees were treated to games, activities, and food at the Tolleson Wealth Management annual picnic this month. The Tolleson family held the festivities in the backyard of their home. As a treat to go along with the competitions during the picnic, prizes were awarded to the winners in each category. The firm donated additional toy […]Read more
Making Caring Cool with our Family Education Speaker Series
Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]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.