Our Story

Our foundation as a single-family office continues to shape how we serve clients today. We help families navigate the complexities of wealth through integrated advice, thoughtful planning, and a personalized approach that extends beyond traditional wealth management.

Our History

What started as a single-family office built to serve the needs of the founding Tolleson family became a comprehensive solution for many families over time and as client needs grew.

1995
  • 1997

    John Tolleson opens a family office to manage his family’s needs

  • 2003

    Tolleson Private Bank is formed

  • 2014

    Added philanthropy and foundation services

  • 2023

    Opening of a second location and bank branch in Dallas

  • 2026

    Tolleson Trust Company established

  • 2000

    Begin serving the needs of similar families, becoming a multi-family office

  • 2006

    Trust charter activated, enabling trust services

  • 2017

    Carter Tolleson named CEO and founder John Tolleson becomes Executive Chairman

  • 2025

    Celebrated 25+ years of service

Present

Our Purpose

The same principles that guided our family office in its beginnings continue to guide our work today: listen carefully, think long term, and put people first. By understanding each family’s unique circumstances, we help bring clarity to complexity and purpose to financial decisions.

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

J. Carter Tolleson, CEO
Learn about our culture of service:

Our Values

Our values play an important role in guiding our relationships and inspiring our teams to remain solution oriented. When solving complex problems for our clients, we consistently challenge ourselves to create, collaborate, and uplift each other to be the best we can be.

Service

As a firm founded with a service mindset, we put people first – whether it’s supporting a client, a team member, or our community.

Excellence

To us, excellence is about accuracy and execution. We want to deliver a level of service that is unrivaled in the industry.

Teamwork

No task is completed without the support of others. We’ve built a strong team that honors the power of communication and feedback as an integral part of its process.

Integrity

Doing the right thing is important to how we conduct business. We uphold the practices of being honest and ethical in everything we do.

Curiosity

We stimulate new ideas and growth by remaining curious. By challenging the status quo, we empower leadership and innovation throughout our teams.

Integrated by Design

We believe the best outcomes come from an integrated perspective. That’s why we created a multidisciplinary team spanning diverse service offerings. By bringing these capabilities together under one roof, we help families navigate complexity through coordinated advice, thoughtful planning, and a more complete view of their financial lives.

Invested in our Community

Just as we help families create lasting impact through their philanthropy, we are committed to supporting the communities where we live and work. Service has been part of our story since the firm’s founding, and it continues to shape how we engage with clients, colleagues, and our community. Through volunteerism, nonprofit leadership, charitable giving, and hands-on involvement, our team is proud to support organizations and initiatives that enrich the world around us.

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