Enjoy your wealth a multi-family office for all things financial
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NEWS & EVENTS
InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors
- NEWS & EVENTS Managing Director Jennifer Kirksey Receives Employee Community Service Award for Impact in Dallas Community
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PODCAST
Tolleson Insights Podcast
Trustee Selection: The Five Principles to Consider
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 Engagement
- Tax & Bookkeeping*
- Private Banking
News & Events
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Employees Celebrate a Continued Partnership with St. Philip’s School and Community Center in 2021
Tolleson Wealth Management proudly marked another year in its partnership with St. Philip’s School and Community Center, committing as a 75th Anniversary Sponsor for the Annual Destiny Luncheon in March. Presented virtually, the luncheon featured New York Times Bestselling and Pulitzer Prize Winning Author Isabel Wilkerson as a keynote speaker. Last year, Tolleson Wealth Management […]
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Chief Investment Officer Eric W. Bennett Goes Inside the Investment with Frank M. Sands
Chief Investment Officer Eric W. Bennett, CFA, hosted a virtual conversation with Sands Capital Management Chief Executive Officer and Chief Investment Officer Frank M. Sands, as part of Tolleson Wealth Management’s Inside the Investment series. Sands discussed the nuances of innovation investing and how he led his firm to success by identifying the differentiated leaders […]
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The Future is Coming: How to Invest in It
Much of the focus in the investment world surrounds what is going to happen in the next 12 months. In 2021, the current near-term focus includes the ongoing effects of COVID-19 on the economy, the side effects of the huge financial stimulus from the Fed and Congress, and policy and tax changes from a Biden […]
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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 five principles to consider when choosing a trustee. Check out full episode details and click to tune in below. “Do I need a Multi-Family […]
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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.