Family Wealth Report Names Tolleson Wealth Management a Finalist in Multiple Award Categories

February 01, 2022 - Awards
2 Min read

The Family Wealth Report Awards name Tolleson Wealth Management as a finalist in multiple categories for its 2022 program. Recognized in the Multi-Family Office ($5 billion to $15 billion AUM/AUA) and Outstanding Contribution to Wealth Management Thought Leadership categories, Tolleson Wealth Management was named for its multi-family offices design that focuses on innovation and client-centric initiatives. Client Advisory Team Managing Director Dotti Reeder was named as a finalist for Women in Wealth Family Office and Managing Director of Wealth Operations Jennifer Wagoner Kirksey was recognized in the Women in Wealth Technology category. Both individual awards honor women who are an inspiration to their colleagues and clients.

The annual Family Wealth Report Awards program recognizes the top firms, teams, and individuals serving the family office, family wealth, and trusted advisor communities in North America.

“We are delighted the judges selected us as a finalist for these four awards. It is a great honor to be included in the shortlist. I believe this is testament to the hard work that our team puts in every day to operate a people-first and service-focused business,” comments Richard Joyner, President of Tolleson Wealth Management.

With a record number of registrations and submissions for this program, with more than 500 submissions in nearly 70 categories, Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, extended his congratulations to finalists. “The firms and individuals in this year’s Family Wealth Report program are worthy competitors to have reached the finalist stage.”

Individuals and companies were judged by an expert panel of more than 40 judges and finalists. They are selected based on entry submissions and individual and company responses to qualitative and quantitative performance metric questions. The judging process is independent. Tolleson Wealth Management does not pay for any of its awards. To view additional disclosures about rankings, awards, and recognition, please click here.