Posted on May 19, 2016

Thriving Through Complexities: Finding a Balance in Work, Wealth Management and Family I first addressed this topic with a gathering of women plastic surgeons last fall. My discussion focused on the experience of working women and women in positions of decision-making and authority, sharing how challenging it is to navigate the complexities of work, wealth management and family. Through my own experiences,…

Posted on February 23, 2016

An Interview with Mark Craig: Part 2 By: Carter Tolleson Part 2 of 2 The capstone of the Reverend Mark Craig’s 41-year career was his leadership of Highland Park United Methodist Church, where he was Senior Minister for 18 years from 1995 to 2013. The Church’s congregation comprises multi-generation families and individuals who are significant…

Posted on January 26, 2016

An Interview with Mark Craig Part 1 of 2 By: Carter Tolleson The capstone of the Reverend Mark Craig’s 41-year career was his leadership of Highland Park United Methodist Church, where he was Senior Minister for 18 years from 1995 to 2013. The Church’s congregation comprises multi-generation families and individuals who are significant civic forces….

Posted on August 11, 2015

The CEO at Home: Can you Change? As a successful CEO, you manage the complexities of business with confidence and well-honed skill. Can you translate those same leadership qualities to a successful home life? Or, must you change? My observations suggest that the traits of a successful CEO translate to successful family life—if some conscious…

Posted on May 7, 2015

Marriage… or Merger? June brides, summer weddings, endless rounds of parties: the time is upon us. A $50-billion-plus wedding industry has mushroomed to ensure that individuals, supported by their families and friends, celebrate and participate in an event that expands beyond a day or weekend into a full season of activity. But there can be…

Posted on March 24, 2015

As a professional client advisor for more than 30 years, I have worked with quite a few families struggling to make good decisions about how to arrange their affairs after their deaths. And while no one likes to sit around and think about death, business leaders talk regularly about planning for “succession.” The reality is that decisions made…

Posted on February 12, 2015

When we founded Tolleson Wealth Management, our intention was to serve clients in the financial, regulatory and legal environment where they secure their well-being for generations to come. Over the years, we discovered and embraced an equally worthy mission that complements our original one: we guide families in using their wealth as a metaphor to…

Posted on January 11, 2015

We are excited to bring you the Tolleson Family Education Journal as part of our family education service offerings. Journals are a series of white papers written to create conversations about various topics including family dynamics and experiences. Written by experts within our firm, these journals will help enrich how we can best serve you….