Enjoy your wealth a multi-family office for all things financial
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
Investment Diligence During a Global Pandemic
Like many institutional-quality investment teams, we follow a rigorous process conducting due diligence on outside asset managers to research new and existing investment options. In addition to traditional investment research processes, like data analytics and interviewing key decision makers, we also employ other techniques to ensure we are making the best decisions possible on behalf […]Read more
Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business
When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]Read more
Both presidential candidates have discussed substantially different tax plans leading up to this year’s election. It is impossible to predict if or when changes could occur if Joe Biden wins and the Democrats win control over the Senate. Yet, some of the proposed tax law changes in Biden’s tax plan could have significant long-term effects […]Read more
Company-Wide Virtual Happy Hour, Sips & Stocks, Helped Employees Stay Connected During COVID-19
Normally, a 4 p.m. meeting on a Friday is a hard sell. However, like everything else in 2020, that changed when the pandemic hit earlier this year. Investments Manager Kolby Sneathern began hosting Sips & Stocks, a virtual happy hour to discuss the current stock market, while employees worked from home during shelter-in-place. The dreaded […]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.