Resources

Insights

Quarter-End Snapshot: Q2 2019

Quarter-End Snapshot Q2 2019 Firm Update   from Richard Joyner, President One of the most common questions we encounter when we’re working with client families is how to help children and young adults build the skills – especially…

The Power of “WE”

On March 27, I joined colleagues, teachers, students, A-list performers and international speakers in celebrating Texas’ WE Day in Downtown Dallas, a movement launched by brothers Craig and Marc Kielburger. As humanitarians, activists and social entrepreneurs, the Kielburgers founded a…

Quarter-End Snapshot: Q1 2019

Quarter-End Snapshot Q1 2019 Firm Update   from J. Carter Tolleson, CEO I always enjoy reflecting on the last few months with the quarter-end snapshot because I’m reminded of how much has happened and how…

Quarter-End Snapshot: Q4 2018

Quarter-End Snapshot Q4 2018 Firm Update   from Richard Joyner, President As we start a new year, it’s natural to think about “resolutions” – many of us commit to eat better, exercise more, add sleep…

A Gift to My Family

I can’t believe it’s been more than 20 years since I sold the business I ran, First USA, and started our single-family office. I was younger then and was excited about the next chapter of my life, but I recognized…

Give Together This Holiday Season

For many families, this time of year is centered around giving to family, friends and causes we care about. Since joining the firm in October, I have enjoyed getting to know our clients and finding new ways our philanthropy team…

Quarter-End Snapshot: Q3 2018

Quarter-End Snapshot Q3 2018 Firm Update   from J. Carter Tolleson Over the years, we have intentionally added services to meet our clients’ needs. In the past decade alone, we have grown significantly in areas…

Careers in Progress: How we help families navigate career decisions

“Where do you see yourself in the next three to five years?” This is often a difficult question to answer for those entering the workforce or attempting to build a meaningful career from an unsatisfactory job. You may feel uncertain…

Quarter-End Snapshot: Q2 2018

Quarter-End Snapshot Q2 2018 Firm Update from J. Carter Tolleson Every few months I have lunch with our new employees to get to know each other better, allow them to ask questions, share some fun…

Quarter-End Snapshot: Q1 2018

Quarter-End Snapshot Q1 2018 Firm Update   from J. Carter Tolleson After a relatively smooth ride in the public markets last year, 2018 has ushered in more volatility and “noise” than we have seen in…

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…

An Interview with Mark Craig: Part 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…

An Interview with Mark Craig

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…

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…

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…

Case Studies

Creating A Legacy

  The Situation: Our clients, Mr. and Mrs. G, retired ten years ago. They sold their family home in Dallas, bought a small condo and spend most of their time travelling abroad. When they are in Dallas, they enjoy spending time in the Dallas Art District seeing performances and viewing art collections. Their three grown […]

Family Meetings and Estate Planning

  The Situation: Mr. E is a father of a family and a serial entrepreneur who has been highly successful in several businesses. While he was busy creating wealth, Mr. E often neglected his estate plan or simply added on to the existing plan using whatever attorney was working on his business affairs at the […]

Post-Nup, Asset Protection

  The Situation: A Tolleson Wealth Management client, Mrs. Y, is a 40-year-old daughter of a very wealthy mother and an only child. She is married to Mr. Y, a man that owns a variety of real estate investments. Most of his real estate consists of self-storage units across the state of Texas. He also […]

Preparing for Marriage

  The Situation: When Ms. L, the daughter of a Tolleson Wealth Management client family, began talking about marriage, our advisors helped begin a dialogue about the best way to prepare for it. Most young people, especially from families of wealth, are very hesitant to have the discussion about the dreaded “prenup.” However, we encouraged […]

Transition

  The Situation: Mr. and Mrs. K are prospective clients in their 70s that expressed a great deal of concern about who would take over their financial affairs in the event of either of their deaths. They have four married children in their 40s and nine grandchildren. The children live all over the US. The […]

News & Events

Tolleson Wealth Management’s Investment Team Debunks Junk Bonds with Joseph Naggar

Tolleson Wealth Management’s Chief Investment Officer Eric Bennett and Investment Team hosted a private reception featuring Joseph Naggar to discuss navigating today’s 1.2 trillion high-yield bond market. Joseph is Partner and Head of Structured Products at GoldenTree Asset Management. Since his hire in 2007, he has played an instrumental role in building the firm’s structured […]

Private Wealth Management Interns Reflect on their Summer at Tolleson Wealth Management

  Rising seniors, Cullen Scott and Keaton Jones, worked as part of the Client Advisory Team in their Private Wealth Management internship role this summer. “I was able to work hands-on seeing the breath of services Tolleson Wealth Management provides to clients,” says Cullen. He enjoys the complex work he is completing within investment and […]

Disaster Relief Resources for Hurricane Dorian

Our thoughts are with those impacted by Hurricane Dorian in the Bahamas as well as the Southeastern United States. If you are interested in supporting the relief efforts, our Philanthropy Services Team has compiled information regarding the best ways to help and donate. To ensure that your charitable dollars will be used wisely and effectively, […]

Strengthening Leadership Culture at the Sixth Annual Leadership Retreat

Leaders at Tolleson Wealth Management gathered together this July during the firm’s annual leadership retreat. Over two days, the group participated in interactive sessions to refine their leadership skills and set a vision for the future. There are six key components that help create a strong leadership culture: team building, communication, addressing industry trends, cross-departmental […]

Tolleson Wealth Management Listed in Financial Advisor’s 2019 Annual RIA Ranking

Tolleson Wealth Management is listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine for the seventh consecutive year. The firm is recognized at #43 in the national ranking and is the highest Texas ranked RIA out of 683 firms. The full list of rankings is featured in the July edition of Financial […]

Generations Serving Together at North Texas Food Bank

More than 45 employees and their families served together at North Texas Food Bank (NTFB) last weekend for a food packing project. Participants assisted in the organization’s hunger relief efforts that serve 190,000 meals for hungry children, seniors, and families across North Texas each day. The activity included an opportunity to learn about the community […]