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.
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 Education & Governance
- Tax & Bookkeeping*
- Private Banking
News & Events
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Chief Investment Officer Eric Bennett Discusses Market Outlook at Dallas’ Private Wealth Texas Forum
Chief Investment Officer Eric Bennett took the stage at the Fifth Annual Private Wealth Texas Forum in Dallas on Feb. 6. Speaking on a panel about investment strategies, Bennett gave his insight on the current global market outlook and what he sees trending for this year. “The global economy appears solid but slowing due to […]
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Tolleson Wealth Management Names New Directors
Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams. Courtney Allen, CFP®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently […]
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Tolleson Wealth Management Solves Puzzles at ChildCareGroup’s Annual Great Adventure Hunt
ChildCareGroup hosted the 2019 Great Adventure Hunt last weekend, a dinner and scavenger hunt filled with puzzles at the Frontiers of Flight Museum. Teams across North Texas competed to solve all eight puzzles in the shortest amount of time. Tolleson Wealth Management supported the organization with two teams, giving employees the opportunity to put their […]
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A Gift to My Family
I can’t believe it’s been more than 20 years since I sold the business I ran, First USA, and started our single-family office. I was younger then and was excited about the next chapter of my life, but I recognized the fact that my personal financial affairs had just become much more complex and that […]
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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.