Group Photo of Tolleson Employees

Tolleson Wealth Management Hosts Luncheon featuring Panel Discussion

Event Date: October 25, 2016

Tolleson Family Education Program hosted a panel discussion with financial wellbeing expert Nathan Dungan on Tuesday, October 25.

Whether you are a parent, grandparent or millennial, learning how to create and sustain a flourishing family can often be challenging. We believe there is much to learn from those who have strategically worked to create family values that align with financial decision-making across generations. The program’s panel was structured to provide insight on how multi-generational families can begin to navigate the complexities of wealth.

Nathan Dungan kicked off the luncheon with a presentation about the critical money conversations a family should be having with one another. He is the founder and president of Share Save Spend®. For more than 25 years, Nathan has been a thought leader in the area of helping individuals and families align their values with their money decisions. He is the author of three books, as well as numerous groundbreaking tools and resources for organizations, individuals and families.

Panelists Thea Ervin and Langdon Evans, alongside Nathan, shared their experiences and anecdotes related to what it’s like to be part of the rising generation within an affluent family. Richard Joyner, Tolleson Private Wealth Management’s President and CEO, moderated the discussion with questions about shared values, family systems and generational engagement each had experienced as children and now as young adults.


Headshot of Greg McKeown

Tolleson Wealth Management Hosts Luncheon with Greg McKeown

Event Date: May 3, 2016

Tolleson Family Education Program hosted a luncheon with Greg McKeown on Tuesday, May 3, 2016.

Greg McKeown is an author, teacher, lecturer and co-creator of the course “Designing Life, Essentially” at Stanford University. His New York Times bestseller Essentialism teaches systematic discipline for discerning what is absolutely essential in life and how to eliminate everything that doesn’t make the highest possible contribution towards the things that matter most. Essentialism is much more than a philosophy about time management – it helps you to seek what’s most essential in your life by following principles of “less, but better.”

Greg is an accomplished public speaker who works with companies such as Adobe, Apple, Google, Facebook and Pixar. Entrepreneur Magazine voted his interview at Stanford University the #1 Must-See Video on Business, Creativity and Success. He is also among the most popular bloggers for the Harvard Business Review. Originally from London, England, Greg graduated with an MBA from Stanford University and serves as a Young Global Leader for the World Economic Forum.

Greg’s energetic and captivating presentation detailed how to live by design, and not by default.

Headshot of Adam Braun

Tolleson Wealth Management Hosts Luncheon with Adam Braun

Event Date: October 28, 2015

Tolleson Family Education Program hosted a luncheon with Adam Braun on Wednesday, October 28, 2015.

Adam Braun is a New York Times bestselling author and founder of Pencils of Promise, an award-winning organization that has broken ground on more than 300 schools around the world. Named to Business Insider’s 40 Under 40, Wired Magazine’s 50 People Who Are Changing the World and one of the World Economic Forum’s first ten “Global Shapers,” Adam is an engaging speaker and philanthropist who has been featured at the White House, the United Nations and the Clinton Global Initiative.

Adam’s personal journey through high finance and his travels to more than 50 countries have led him to uncover the essential steps that every person must take to discover their own life of passion and purpose. By combining for-profit acumen with non-profit idealism, he created a “for-purpose” approach that proves anyone can start a movement that matters. Through his compelling stories and shareable insights, Adam discussed the tools needed to unlock an extraordinary journey of self-discovery.

Headshot of Eileen Rockefeller

Tolleson Wealth Management Hosts Luncheon with Eileen Rockefeller

Event Date: March 4, 2015

Eileen Rockefeller is the great-granddaughter of John D. Rockefeller and the youngest child of David and Peggy Rockefeller. In her revealing memoir, Being a Rockefeller, Becoming Myself, Eileen shares tales of growing up with extreme wealth while searching for meaning and purpose in life. Her thought-provoking presentation and accompanying discussion will help anyone growing up in a family of affluence understand the challenges and complexities of self-identity, and help rising generations forge a path to confidence and purpose in life. Being a Rockefeller, Becoming Myself is an affirmation of how family shapes our identity and the ways we contribute to the larger family of life.

“The real richness and power comes, not from the amount of money, but from our connection to ourselves and one another.” – Eileen Rockefeller

Headshot of Shawn Achor

Tolleson Wealth Management Hosts Luncheon with Shawn Achor

Tolleson Family Education Program hosted a luncheon with Shawn Achor on Tuesday, November 4, 2014.

Shawn Achor is one of the world’s leading experts on human potential. He’s researched and lectured in 42 countries, working to bridge the gap between the science of happiness and performance in our everyday lives. Shawn was born and raised in Waco, Texas. He graduated magna cum laude from Harvard and earned a Master’s degree from Harvard Divinity School in Christian and Buddhist ethics.

He is the author of New York Times best-selling books The Happiness Advantage, Before Happiness, Ripple’s Effect and The Orange Frog. He delivered lectures on positive psychology in the most popular class at Harvard, where he won more than a dozen distinguished teaching awards. His research on happiness made the cover of Harvard Business Review, his TED Talk is one of the most watched of all time with more than 8 million views and his lecture airing on PBS has also been seen by millions.

Shawn shared his philosophy that happiness fuels success, not the other way around. By making changes within ourselves, we can all capitalize on the Happiness Advantage!

Headshot of Bruce Felier

Tolleson Wealth Management Hosts Luncheon with Bruce Feiler

Tolleson Family Education Program hosted a luncheon with Bruce Feiler on Tuesday, March 4, 2014.

Bruce Feiler is one of America’s most thoughtful and popular authors and speakers on contemporary family life. He writes the “This Life” column about today’s families for The New York Times and is the author of six consecutive New York Times bestsellers. His latest book, The Secrets of Happy Families, collects best practices for modern-day parents from some of the world’s most creative minds in business, science, sports and the military. He has been seen on ABC, PBS, and CNN presenting his cutting edge family techniques.

As a son of a third-generation business family, he shared ideas he used with his own wife and kids, including how to create a family mission statement, improve mornings, rethink family dinner, fight smarter, and find more joy. Attendees walked away with a fresh outlook on life and a host of ideas to make their families closer, stronger, and happier. Above all, he spoke to what family life is all about: a story—an insightful, original, funny story!

Headshot of Joan Lunden

Tolleson Wealth Management Hosts Luncheon with Joan Lunden

Tolleson Family Education Program hosted a luncheon with Joan Lunden on Wednesday, November 13, 2013.

Joan Lunden was the longest-running host of Good Morning America and went on to become an author, entrepreneur, and family health and wellness advocate. As a wife and the mother of seven, Joan balances a full professional career with her family life, but has also managed to juggle the duties of a caregiver for her elderly mother and brother.

At the luncheon, Joan shared predictions about the future of “family” in the US and inspired attendees through her passion about caring for both the older and younger generations.

Headshot of Eric Saperston

Tolleson Wealth Management Hosts Luncheon with Eric Saperston

Event Date: June 4, 2013

Tolleson Wealth Management hosted a luncheon with Eric Saperston on Tuesday, June 4, 2013.

Eric Saperston is a critically acclaimed film director and producer, successful author, as well as an award-winning speaker and storyteller. Eric is Chief Creative Officer of LIVE IN WONDER, a global lifestyle company on the cutting edge of communication, file and interactive events designed to cause and create wonder in the world. LIVE IN WONDER celebrates eco-friendly practices, social entrepreneurism and global citizenship.

Luncheon attendees were led though an incredible story-telling journey taken by Eric Saperston, who, while considering his future as a newly-minted college graduate, decided to drive across the country cold-calling some of the most powerful and influential people in the world. His only request? A few minutes of conversation over a cup of coffee. Eric told refreshing tales of the people he met, the stories they shared, and the life lessons he learned.

This event is a part of Tolleson Wealth Management’s Family Education Program.

Headshot of Dr. Jim Grubman

Tolleson Wealth Management Hosts Luncheon with Dr. Jim Grubman

Event Date: October 24, 2012

Tolleson Wealth Management hosted a luncheon with Dr. Jim Grubman on Wednesday, October 24, 2012.

Dr. Jim Grubman, an internationally recognized wealth psychologist and family consultant, led a lively, humorous, and thought-provoking presentation about: the core elements in successful giving across generations, how to approach talking about wealth when you may not have done so yet, assessing heirs’ skills for handling large gifts and building a plan for their improvement, and learning to listen to the voices of the next generation (it may not be what you think).

Jim described best practices in wealth transfers used by successful families. He also led a Q & A about attendees’ own situations, giving practical advice for the real world. He was joined by Richard Joyner, President of Tolleson Wealth Management, for discussion about the ultimate goal for families: how to give wisely and well.

This event is a part of Tolleson Wealth Management’s Family Education Program. After many years of studying and working directly with affluent families, Tolleson Wealth Management realized there was a need that was not being addressed in the industry. The program’s goal is to educate and bring awareness to the unique and complex dynamics affluent families face.