Family Wealth Report Announces Tolleson Wealth Management Award Winner in Multiple Categories

May 06, 2021 - Awards
2 Min read

Following its finalist announcement back in February, Family Wealth Report named Tolleson Wealth Management a winner in multiple categories during the 8th Annual Award Ceremony. The firm is proud to celebrate its achievements in Multi-Family Office ($5 billion to $10 billion AUM) and Credit Solution categories alongside a commended recognition in the Fiduciary and Trust Services category.

The annual Family Wealth Report Awards program recognizes innovative firms, teams, and individuals serving the family office, family wealth management, and trusted advisor communities in North America. The judging panel, composed of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers, selected winners on the basis of qualitative benchmarks with quantitative metrics to support.

ClearView Financial Media’s CEO and Publisher of Family Wealth Report Stephen Harris was first to extend his congratulations to all the winners. He said: “Many congratulations to Tolleson Wealth Management who are winners in two categories and commended in a third. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, focusing on qualitative performance metrics and client experience.”

The Family Wealth Report award program highlighted the resilience and dedication to customer care demonstrated during 2020. Tolleson Wealth Management is proud to celebrate this achievement.

Family Wealth Report judges selected finalists based on a 750-word submission about the firm/individual’s business, why the organization should win the award entered, key metrics of the organization (including but not limited to AUM, staffing, revenues, types of coverage, and product/service offering), and a regulatory clean bill of health. Tolleson Wealth Management submitted a 750-word submission per category entered by the deadline (October 23, 2020). The categories are focused around three main areas: experts (individuals and teams), products and services for wealth managers/institutions of all sizes and types. Eligible entrants have business operations in North America. The judging panel is composed of 33 independent industry experts from family offices, private banks, trusted advisors, consultants, and other services providers and selects winners, finalists and commended firms and individuals on the basis of qualitative subjective criteria with quantitative metrics to support, supplied to the organizers in standardized submission forms. The finalists were announced on January 14, 2021 and winners were announced on May 6, 2021 Tolleson Wealth Management applied for this award. Tolleson Wealth Management did not pay to participate in the award program, however the firm paid for the rights to be able to distribute the results. To view additional disclosures, please visit here.