The information on this website may inform you of services offered by Tolleson Wealth Management (“TWM”). Past performance is no guarantee of future results. No representation is being made that any account will or is likely to achieve profits or losses. All investments involve risk, including the loss of principal. A client’s return will be reduced by the advisory fees and other expenses. TWM’s advisory fees are described in Part 2a of our Form ADV. Any views described may not be suitable for all investors. The opinions expressed on this website are those of TWM and have been included for informational purposes only and should not be construed as investment advice or as a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. Any opinions expressed are subject to change without notice and TWM is under no obligation to update the information contained herein. If you have any questions regarding this presentation, please contact TWM.
Tolleson Donor-Advised Fund
TPWM (“Tolleson Private Wealth Management”) offers a philanthropic option to its clients through the Tolleson Donor-Advised Fund. A donor-advised fund is a charitable giving vehicle that is created to manage charitable donations on behalf of families or individuals. This program is administered by National Philanthropic Trust (“NPT”). Each donor-advised fund is subject to a charitable administration fee, which is paid to NPT to cover operating expenses, such as grantmaking, recordkeeping, annual audits, tax filing, quarterly statements, and other legal and fiscal responsibilities. NPT has engaged TPWM to provide investment advisory services and manage the underlying assets in the donor-advised fund. In addition to the investment advisory fee received from NPT, if TPWM recommends an investment in one or more of the Funds, TPWM will also receive a fee from the Fund.
Rankings, Awards and Recognition
Any third party ratings, awards or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a representative of any one client’s experience nor is it a guarantee that he/she will experience a certain level of results if Tolleson Private Wealth management, LP is engaged, or continues to be engaged, to provide investment advisory services. Any recognition received should not be construed as an endorsement of Tolleson Private Wealth Management’s services. Rankings published by magazines, and other, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Tolleson Private Wealth Management did not pay to participate in these surveys.