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 financial…

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

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 […]

Celebrating Summer at the Annual Tolleson Wealth Management Picnic

Employees were treated to games, activities, and food at the Tolleson Wealth Management annual picnic this month. The Tolleson family held the festivities in the backyard of their home. As a treat to go along with the competitions during the picnic, prizes were awarded to the winners in each category. The firm donated additional toy […]

Making Caring Cool with our Family Education Speaker Series

Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]

Recognizing the Top Mergers & Acquisitions in North Texas

Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]

Strengthening Mentorship Culture through Successful Reverse Mentor Program

For the past year, 13 pairs of millennials and senior executives participated in the full launch of Tolleson Wealth Management’s “Level” Reverse Mentor Program. After a successful six-month pilot, millennials across the firm partnered and met regularly with senior executives to give mentorship guidance, discuss important themes, and grow collaboration across departments. The firm recognized […]

Tolleson Wealth Management Supports Family Compass as the Presenting Sponsor of the 2019 North Star Luncheon

Tolleson Wealth Management supported Family Compass as the Presenting Sponsor of the North Star Luncheon earlier this week. Susan Jenevein, Director of Philanthropy, co-chaired the luncheon and Dotti Reeder, Managing Director on the Client Advisory Team, gave opening remarks. “From our work with the families at Tolleson we know that all parents just want their […]