How will you
enjoy
your wealth?
Tolleson Wealth Management,
your family office for all things financial.
Who We Are
Built by a Family. For Families.
Founded as the Tolleson family’s own family office in 1997, we understand the unique complexities that come with significant wealth. Today, we help families simplify complexity, make informed decisions, and navigate the opportunities ahead.
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Top 25 Ultra-High Net Worth Advisors
Elite Advisors List CNBC -
Top Dallas Wealth Manager
D Magazine -
#3 Largest Wealth Management Firm
Dallas Business Journal -
Best-Performing Small Bank
Tolleson Private Bank S&P Global Market Intelligence
Our Story
We are your family office – built by the Tolleson family and designed to manage all things financial. We empower you to enjoy your wealth by complementing your values and vision with our expertise, using the knowledge and learned experiences gathered over decades of serving families of wealth. We know families – their dynamics, their difficulties, and their long-term needs. Our foundation was built by a family like yours with complex affairs no one else could manage. We exist to be that solution, to partner with you through life’s opportunities and challenges.
Integrated Services
As your family office, we are here to manage your financial needs and execute on every detail. Our full suite of services exists to support your family enterprise, no matter how simple or complex. We created our services to extend beyond the typical services you might find elsewhere. It’s important to us to take the care and time to understand your full situation, integrating seamlessly with your needs and leveraging our in-house specialists across diverse service areas.
Family
Enterprise
Family Legacy
Assets
Financial
Assets
Real Estate
Assets
Philanthropic
Assets
Operating
Business
Tax Planning and Strategy
Investment Management
Banking
Estate Planning
Financial Reporting and Bill Pay
Philanthropy
Trustee and Estate Settlement
Family Engagement
What We Offer
Investment Management
Estate Planning
Philanthropy
Tax Planning & Strategy
Private Banking
Trustee & Estate Settlement
Financial Reporting & Bill Pay
Family Engagement
“Wealthy families have an inherent complexity that few can comprehend. I started our family office because there wasn’t another solution available. No one could provide all the services we needed.”
John C. Tolleson, Executive Chairman and Founder
