Resources

Insights

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 like…

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…

Quarter-End Snapshot: Q4 2017

Quarter-End Snapshot Q4 2017 Firm Update from J. Richard Joyner, President Even though we rang the bell to kick off 2018, I can’t help but take a minute to talk about some of the amazing…

Quarter-End Snapshot: Q3 2017

Quarter-End Snapsot Q3 2017 Firm Update   from J. Carter Tolleson, Chief Executive Officer We consider ourselves very blessed to be in a business where every day is spent serving families and helping them simplify…

White Papers

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, I have seen […]

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 significant civic forces. President George W. Bush has been quoted as saying that one of […]

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 significant civic forces. President George W. Bush has been quoted as saying that one of […]

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 behavior change takes place. Are you willing […]

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 an unwelcome twist […]

Selection of Trustees

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

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 children […]

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 time. […]

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 races […]

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 a […]

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 couple […]

News & Events

Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy

Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management’s donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to […]

Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fourth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Tolleson Wealth Management gets Spooky for This Year’s Halloween

Tolleson Wealth Management celebrated Halloween with an after-hours employee reception on Monday evening. Employees got in the Halloween spirit with spooky treats, games and a haunted desk contest. Members of the executive team posed for a picture with the scary décor (Chief Talent & Learning Officer Jeff Strese, President Richard Joyner and Chief Investment Officer […]

Tolleson Wealth Management Featured in the 2018 SMU Cox Dallas 100 Entrepreneur Awards

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized the 100 fastest-growing private companies in North Texas, including Tolleson Wealth Management. To view the list published by the Dallas Business Journal, visit here. “We are proud to be included on this list in the company of the other fast-growing businesses,” […]

Tolleson Private Bank is Proud to Partner with TDHCA for $12 Million Syndicated Loan Agreement

The Texas Department of Housing and Community Affairs (TDHCA) entered into a $12 million syndicated loan agreement with Tolleson Private Bank, Woodforest National Bank and Hancock Whitney. This agreement provides more resources to help prospective, lower-income, first-time homebuyers in Texas with down payments and closing costs. Tolleson Private Bank is active in finding ways to […]

Tolleson Wealth Management Focuses on Young Talent during the Fall Career Fair Circuit

 Tolleson Wealth Management employees visited a variety of schools this season including Texas Christian University, Southern Methodist University, Texas A&M University and Texas Tech University for career fairs and information sessions about internships and entry-level positions. Nearly 20 employees from the Human Resources, Client Advisory and various specialty teams met with and talked to students […]