Enjoy your wealth a multi-family office for all things financial
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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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 […]
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Richard Joyner Recognized on Barron’s Top 100 Independent Advisors for Fourth Year
The Barron’s released the 2020 list of Top 100 Independent Advisors this week recognizing Tolleson Wealth Management’s Richard Joyner nationally as #15. This is the fourth year that Joyner is listed. Read about the 2019 ranking here. Joyner serves as President and has been with the firm for more than 15 years. He oversees key […]
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Disaster Relief Resources for West Coast Wildfires
Dozens of major fires are burning across the Western United States. The current fires have burned more than 4.6 million acres in 10 states. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best […]
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Amy Armstrong’s Insight for Succeeding within Tolleson Wealth Management’s Tax Department
Amy Armstrong joined Tolleson Wealth Management in 2007 with a non-traditional tax background. Now the Managing Director the firm’s tax department, she leads a team of professionals who provide a broad variety of tax services to ultra-high net worth clients. Armstrong shares her insight into succeeding on the tax team: What does Tolleson Wealth Management’s […]
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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.