2024 Mid-Year Update

In this mid-year update, you’ll get a glimpse at some of the goals we’ve been able to accomplish as well as the plans we have for the rest of the year.

For the past 25 years, the Tolleson family has had the honor of serving clients in all things financial. Today, we believe more than ever that this is what sets us apart from the rest – our clients and their success will always come first. It’s an exciting time to be in Dallas and we’ve enjoyed spending the last few decades growing with our client families and sharing our story. Whether it’s planning for a major life transition, discovering your philanthropic purpose, or helping to preserve wealth for generations, we are here to serve.

A Note from Founder John C. Tolleson

As we approach Tolleson Wealth Management’s 25th anniversary next year, I find myself reflecting on the journey that has evolved our company over the years—a journey shaped by client trust, shared values, and a commitment to service. Today, I write to you not only as a founder of a business, but as someone deeply invested in your future, and as someone who is grateful for the privileged role Tolleson has had in crafting your family legacy.

I have always believed what we do at Tolleson goes beyond traditional wealth management; it’s something much more impactful. It’s about understanding your unique needs—the dreams you harbor, the milestones you celebrate, and the challenges you face. We are in a business that extends far beyond wealth; we are in the business of helping families build a life.

My family still uses all the firm’s services: investment management, trust services, bill pay and bookkeeping, tax advisory, estate planning, philanthropy, and private banking. We also recognize that not all families are the same, which is why we designed Tolleson to accommodate a full spectrum of client needs. They can use what best fits their circumstances and help accomplish their goals.

We are honored to walk alongside this journey with you, helping to guide your family’s legacy. As I reflect on this business and where it’s going, I – like Carter – am encouraged by our future. Thank you for being part of our Tolleson family.

John C. Tolleson
Founder and Executive Chairman,
Tolleson Wealth Management

Recent Insights

University Park Grand Opening

We toasted to the grand opening of our University Park branch, celebrated alongside the City of University Park’s 100-year milestone. We’re glad to be neighbors to the community! If you haven’t stopped by, we hope to see you soon.

Investing in an Election Year

It’s election year and you may be asking how this might affect your portfolio. We gave our thoughts on the topic.

Building A Custom Home?

Building a custom home can be both a rewarding and challenging project. We recently detailed some top tips to navigate the process.

Summer of Giving

Summer is in full swing, and you may be wondering how you can engage your family all together. Our latest philanthropy insight gives some ideas.

Team Announcements

Aleta Stampley Joins Philanthropy Team

We are pleased to announce Aleta Stampley as a new Managing Director of Philanthropy. Originally hired as a Vice President, Community Development Officer with our private banking team, we are excited to see Aleta step into this new role focused on complementing the growth of our philanthropy services. With nearly 30 years of experience in community impact, she brings a passion for community development and empowering socio-economic mobility.  Aleta is also an active member of the Dallas community and has played a key role in the support of numerous organizations including Reading Partners, Big Thought, COMMIT, the Dallas Regional Chamber Education Advisory Board, and Teach for America.

Summer Advisory Program Kicks Off

We recently welcomed our team of interns to our summer advisory program. Called “summer analysts,” this talented group of seven students represent universities across the U.S.