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.

1995
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
2018
John C. Tolleson
“Our team structure allows us to work together to address our clients' most complex needs.”

– JOHN TOLLESON

J. Carter Tolleson
J. Richard Joyner
Eric Bennett
Tracie Klein
John Scheibe

Comprehensive services, delivered in concert

  • Strategic Wealth Management & Financial Planning
  • Investment Management
  • Trusts & Estates
  • Philanthropy
  • Family Education & Governance
  • Tax & Bookkeeping*
  • Private Banking

News & Events

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.