Resources

Insights

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 and…

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 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

The 2019 Private Asset Management Awards Shortlisted Tolleson Wealth Management for Best Multi-Family Office Overall Award

The Private Asset Management (PAM) Awards listed Tolleson Wealth Management on the shortlist for the 2019 Best Multi-Family Office Overall (over $2 billion). The firm was one of nine firms selected throughout the country as contenders for this award. The winner will be announced at a reception in New York City in February. The PAM […]

Tolleson Wealth Management Leaders Present Across the Country on Family Office Investment Trends and the Fixed Income Environment

Tolleson Wealth Management is consistently working to provide ways for client families to enjoy their wealth. As a firm that takes care of all things financial, the Investment and Client Advisory Teams continuously work together to create investment strategies that serve each family and their needs. “Our customized approach built over the past two decades […]

Tolleson Wealth Management Partners with ChildCareGroup to Bring Holiday Wishes to Life

The children who attend the Landauer Center at ChildCareGroup were granted holiday wishes this year by teams across Tolleson Wealth Management. Employees had the opportunity to pick a child’s wish and provide them with a present through the firm’s partnership with ChildCareGroup. Toys were gifted from wish lists to more than 100 children between the […]

Tolleson Wealth Management Listed as the Second Largest Wealth Management Firm in North Texas

Tolleson Wealth Management was listed in Dallas Business Journal as the second largest wealth management firm in North Texas based on assets under management. With a 3:1 client-to-advisor ratio and six additional teams dedicated to various specialty areas, the firm has extended its multi-family office offering to take care of all things financial for clients […]

Carter Tolleson Recognized in D Magazine’s Dallas 500 for Second Year

Tolleson Wealth Management’s Carter Tolleson is featured in the special edition of D CEO Magazine’s November issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most powerful business leaders in Dallas-Fort Worth for the second year in a row. Tolleson was nominated and chosen by the D Magazine editorial team […]

Kristen Hadeed Brings a Next-Generation Perspective on Making Impact

Tolleson Wealth Management hosted a client luncheon last week featuring Kirsten Hadeed, a young entrepreneur and Ted Talk speaker. Hadeed founded StudentMaid, a cleaning company that hires students, in 2007 while attending the University of Florida. Since then, she has employed thousands of students and published a best-selling book, Permission to Screw Up. Hadeed spoke […]