Tolleson Private Bank Celebrates $1 Billion in Assets

Tolleson Private Bank hit a major milestone this year, reaching $1 billion in assets. Founded in 2003, three years after Tolleson Wealth Management began offering multi-family office services, the Bank has grown through the years into a highly customized and attentive banking service. Starting from strong family-founded roots, it was built from the ground up and continues to thrive in response to fulfilling client needs.

“We have a strong foundation and recognizable brand,” says CEO Carter Tolleson. “There are so many opportunities to work with client families and make a difference in their financial lives. Banking is one of those core services where we can accomplish that.” The team’s collaborative approach and dedication to solving complex issues remain the core of day-to-day operations.

As both Tolleson Wealth Management and Tolleson Private Bank look ahead, these successes are a testament to a dedicated and service-focused team. Employees celebrated Tolleson Private Bank’s significant milestone with a reception.