Tolleson Hosts Dallas Regional Chamber Executive Women’s Roundtable

Tolleson Wealth Management recently hosted the Dallas Regional Chamber’s Executive Women’s Roundtable with an event titled Beyond Wealth: Creating Your Exit Strategy and Protecting Your Legacy. The gathering brought together its members and community leaders for a discussion on the legal, financial, and personal considerations involved in protecting wealth and legacy. 

The conversation featured Christine Finn, President of Tolleson Trust Company, and Tracy Fulton, President of Tolleson Private Bank, and was moderated by Managing Director of Philanthropy and Family Engagement Aleta Stampley. 

Tolleson was honored to welcome the Executive Women’s Roundtable and support meaningful conversations around stewardship, planning, and the impact we leave for future generations.