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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Richard Joyner Receives #2 Ranking on Barron’s Top Advisory List for Second Year
The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]
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Technology and Operations Teams Show Down in Bowling Competition
Chief Technology Officer and Chief Operating Officer John Scheibe oversees one of Tolleson Wealth Management’s largest teams, including Information Technology, Business Applications, Wealth Operations, and Client Bookkeeping Services. The group manages more than 80 applications that work together and give a streamlined and consistent experience for employees and client families. Taking a break from all […]
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Celebrating the Life and Contributions of Gene H. Bishop
Gene H. Bishop 1930-2019 The team at Tolleson Wealth Management mourns the death of board member and advisor Gene H. Bishop after hearing the news of his passing last week. He was a mentor and dear friend to many at the firm. “Without question, Gene was the finest businessman, banker that I’ve ever been around,” […]
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Chief Investment Officer Eric Bennett Goes Inside the Investment with John Goff
Chief Investment Officer Eric Bennett and Tolleson Wealth Management’s Investment Team hosted a private reception featuring John Goff to talk current trends and opportunities in today’s real estate markets. Goff is the founder of Goff Capital and co-founder and chairman of Crescent Real Estate. With more than 20 years of experience in investing in real […]
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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.