Tolleson Named a 2023 Top Wealth Manager by D Magazine
Tolleson Wealth Management is proud to announce D Magazine has once again named our family office one of Dallas’ Top Wealth Managers.
This is the ninth year in a row we have made this list, and we are honored to celebrate our team’s dedication to providing client families with comprehensive services, backed by a deep understanding of multi-generational families and their financial needs.
As President and CEO, Carter Tolleson represents the second generation of family leadership for Tolleson. Hired in 2001 as Senior Vice President and promoted in 2017 to CEO, he continues to lead the team forward with a mindset focused on collaboration, culture, and purpose. “Culture is so important to us as we grow. When we build rewarding careers for our people and enrich our clients’ lives, it’s the best combination for success and I am excited for what our future holds,” he comments.
Eric W. Bennett, Tolleson’s Chief Investment Officer, helped to co-found Tolleson Wealth Management with John Tolleson in the late 1990s. Eric brings to the leadership team more than 35 years in the industry with a background in wealth management, investment strategy, and philanthropy. “Uncertainty creates opportunity,” he explained in a recent interview where he addressed the current economic landscape and ongoing concerns over inflation.
As Tolleson has grown to surpass $8 billion in assets this year, our team continues to sustain a personal and high-touch approach.
Assets under management as of 6/30/2023. D Magazine selected the firms for this award based on total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. All firms listed for this award must have been in existence for at least five years as of the application deadline (6/5/2023). The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. Out of 63 that applied, 42 were selected. Tolleson Wealth Management applied for this award and did not pay to participate. This article published in October 2023. To view additional disclosures about rankings, awards, and recognition, please click here.