Thank You for 25 Years
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As we close out the celebration of our 25th anniversary this year, we are so grateful to our clients. Our proudest achievements over the past quarter century have been serving families and helping them navigate all things financial.
The mission of serving clients was born from the founding Tolleson family and their desire to have a trusted partner care for all their financial affairs. Now, 25 years later, we have grown to a team of 200 with more than $12.5 billion in assets under oversight and two Dallas offices.
As part of this year’s milestone Year-End Review, hear directly from two of our firm’s leaders:
- Pete Chilian, President and Chief Investment Officer of Tolleson Wealth Management
- Tracy Fulton, President of Tolleson Private Bank
They share key reflections on the past year and what’s ahead.