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
2018

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 Philosophy

1
We Simplify the Complex

Our services allow us to bring your entire financial picture into focus. A broader perspective leads to better decisions, ultimately giving you more clarity and confidence.

2
We are here to serve, not to sell

Clients come first. We do not push hidden agendas and do not incentivize with sales commissions. Our family office design allows us to focus on managing your wealth, not gathering assets.

3
We Advise Through a Family Lens

We recognize that financial decisions sometimes are emotional and uncomfortable. By understanding your values and relationships, we are better equipped to advise you.

4
We Seek the Lowest-Risk Path to Return

Our investment approach seeks to achieve your long-term goals while minimizing risk and protecting against permanent loss of capital.

Core Values

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

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.