Account Login

History

watch

THE STORY OF TOLLESON WEALTH MANAGEMENT IS THE STORY OF A FAMILY STEEPED IN THE BEST TRADITIONS OF THE FINANCIAL SERVICE INDUSTRY. FOUR GENERATIONS OF TOLLESONS HAVE MADE IT THEIR LIFE’S WORK. THEIR HERITAGE HAS FOSTERED AN UNDERSTANDING OF FINANCIAL SERVICES WHICH VERY FEW CAN MATCH.

In 1997, John Tolleson, founder of a large financial services company, sensed his family’s need for sophisticated, confidential, and objective personal wealth management. He succeeded in creating a strategic family office which could oversee his family’s investment, tax, financial planning, charitable planning, and cash management services. In response to overwhelming requests from friends and family, the Tollesons decided to offer the extensive resources of their family office to others who shared the same needs and values.

Our History

1997

Our firm was founded to manage and serve the needs of the Tolleson single family office

2000

Based on requests for similar services from other families, Tolleson Wealth Management was founded

2003

Our bank was formed in response to the needs of our clients

2006

Under the Tolleson Private Bank umbrella, we began offering trust services

2008

We launched our Tolleson Wealth Management Family Education Program to provide a forum featuring engaging thought leaders

2013

To continue to address the needs of our clients, we expanded to provide philanthropy services and foundation management

today

We remain passionate about serving the needs of our clients as we grow for the future