Our Story

Our History

What started as a single-family office built to serve the needs of the Tolleson family became a comprehensive solution for other families. Over time, our services developed to better address your growing needs.

1995
1997
John Tolleson opens a single-family office to manage his family’s needs
2000
Tolleson Wealth Management is founded to serve the needs of similar families
2003
Tolleson Private Bank is formed
2006
Activated our trust charter, allows us to serve as corporate trustee for families.
2008
Tolleson Wealth Management Speaker Series is launched
2014
Started providing philanthropy services and foundation management
2017
John Tolleson becomes Executive Chairman, Carter Tolleson named CEO and Richard Joyner appointed President of Tolleson Wealth Management
2020
20 years of serving clients and their families
2023

Our Purpose

Our history is deeply engrained in how we operate every day. The Tolleson family office was built to address their unique needs and keep the family’s best interests in mind. Today, as a multi-family office, we carry that philosophy into our everyday work with clients.

We start by understanding your needs, goals and values. Our comprehensive resources and innate desire to serve allows us to give advice that is objective and focused on your best interests. We serve as your partner and treat you as an extension of our own family.

“We place an extremely high value on personal relationships and understand the unique needs of every family we serve.”

– J. Carter Tolleson

CEO, Tolleson Wealth Management

Our Culture

We view ourselves as one team, with an emphasis on the well-being of clients and one another. Each day, we strive for excellence while encouraging creativity and forward thinking. We value open and honest communication.

We started as a family business and working with families is all that we know. We created a culture that not only emphasizes family values, but embodies a strong dedication to quality and service. Our team structure fosters an environment that allows innovation, collaboration and access to shared knowledge and experiences. By working together and taking the time to deeply understand your needs, we deliver an approach that is altogether unique – just like you.

Serving as your partner, we believe our company values and strong culture greatly strengthen the level of service we offer.

Our Philosophy

1
We Simplify the Complex

2
We are here to serve, not to sell

3
We Relate Through a Family Lens

4
We customize our approach for your goals

5
We believe in skilled execution across a breadth of services

Core Values

  • Client service
  • Excellence
  • Integrity
  • Responsibility
  • Teamwork
  • Curiosity
  • Learning
  • Fun and balance

Multi-Family Office

We understand that making the most of your wealth can sometimes feel challenging when burdened with the everyday management. A family office provides a wide range of services to manage, sustain and grow wealth while promoting a family's identity and character.

Our multi-family office approach doesn't just focus on managing assets, it also accounts for the legacy you wish to build. The shared experiences we have from working with other families brings us a unique perspective that creates a service experience that is informed, yet personal. Although we differentiate our services individually, our true power is in how we combine them together.

Community Involvement

Together, we work to build strong relationships with our clients and the community. We encourage employee involvement in professional organizations, volunteer opportunities and recreational sports teams.

Each year, we select a Community Connections partner and support this non-profit organization with outreach, donations and programming.

Not only do we support our employees' passion for service through company-sponsored volunteer opportunities and grants, but we align ourselves under a mission to give back. This approach also translates to how we work with clients and reinforce good stewardship.