THE PARADOX OF WEALTH
Having wealth can allow you to do anything you want with your time. Managing wealth can dominate every waking minute of your time. Tolleson Wealth Management strives to resolve the paradox.
The Tolleson family had a need for sophisticated personal financial management with someone who would have only the best interests of the family in mind. They succeeded in creating a highly effective family office operation. Having experienced the benefits, they wanted other families to benefit as well-being free to pursue the life they desire, confident that their wealth is in the best of hands.
The staff of your family office must be more than independent advisors; they must be advocates and stewards of your resources. At Tolleson Wealth Management, your interests are our best interest.
Tolleson Wealth Management seeks to assemble the best possible group of service providers for your unique situation and oversee their work on your behalf. As your family office, our allegiance is undivided.
It is reasonable to expect that, as a person of substantial wealth, you should receive a level of personal service somewhat beyond the norm.
Sadly, we have found that such service is hard to come by in today’s world. We have taken it upon ourselves to proudly carry the torch of classic, individualized service.
Tolleson Wealth Management Hosts Barbara Pierce Bush And Jenna Bush Hager For A Family Education Speaker Series Event
CEO Carter Tolleson moderated a luncheon panel with the Bush sisters for a Family Education Speaker Series event on May 2.Read more...
Tolleson Wealth Management Sponsors 2018 Mergers And Acquisitions Awards Hosted By D CEO
D CEO and ACG Dallas/Fort Worth recognized the top Mergers and Acquisition deals in North Texas with an awards ceremony and a sponsorship from Tolleson Wealth Management.Read more...
Tolleson Wealth Management Recognized At First Annual Best Places To Work For Financial Advisors Awards
InvestmentNews hosted a panel and awards luncheon in Chicago honoring the Best Places to Work for Financial Advisors 2018 winners.Read more...
InvestmentNews Named Tolleson Wealth Management On 2018 Best Places To Work For Financial Advisors
Tolleson Wealth Management was recognized by InvestmentNews as a 2018 Best Places to Work for Financial Advisors this week.Read more...
Jennifer Kirksey's Top 5 Tips For Growth In The Workplace
As a newly promoted Managing Director, Jennifer Kirksey shares insights into her career growth.Read more...
Continued Partnerships Strengthen Tolleson Wealth Management's Community Outreach
Tolleson Wealth Management continues to support Wesley-Rankin Community Center through its 10th Annual Hattie’s Award Luncheon.Read more...
Managing Director Royce Ramey Speaks at The Barron's Top Independent Advisors Summit
Royce Ramey, Managing Director on the Client Advisory Team, was invited to speak at the The Barron’s Top Independent Advisors Summit this past week.Read more...
Richard Joyner Receives #2 Ranking on Barron's 2018 Top Advisor List
The Barron’s 2018 Top Advisor Rankings listed Tolleson Wealth Management President Richard Joyner at #2 in Texas.Read more...
Tolleson Wealth Management Wins 2018 Private Asset Management Award
The Private Asset Management Award for Best Multi-Family Office – Overall (over $2 billion) was awarded to Tolleson Wealth Management.Read more...