Resources

Insights

Quarter-End Snapshot: Q2 2018

Quarter-End Snapshot Q2 2018 Scroll Down Firm Update Save As PDF 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 facts, etc. Not surprisingly, a lot of the questions revolve around growth strategy for the […]

Quarter-End Snapshot: Q1 2018

Quarter-End Snapshot Q1 2018 Scroll Down Firm Update Save As PDF 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 a while. This is the time we find that Tolleson Wealth Management shines. Our investment strategy […]

Quarter-End Snapshot: Q4 2017

Quarter-End Snapshot Q4 2017 Scroll Down Firm Update Save As PDF 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 things that happened in 2017: massive changes to income and estate tax rules, financial markets […]

Quarter-End Snapshot: Q3 2017

Quarter-End Snapsot Q3 2017 Scroll Down Firm Update Save As PDF 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 the complexities of wealth. Since the very beginning, we have been committed to taking incredible care […]

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

Richard Joyner Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List

The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]

Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia

Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]

Tolleson Wealth Management Kicks Off the School Year with a Drive

With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]

Managing Director Dotti Reeder honored as a 2018 Women in Business “Power Player” by Dallas Business Journal

This month’s Dallas Business Journal featured the top 30 women business leaders in the Dallas-Fort Worth area, including Tolleson Wealth Management’s Dotti Reeder. Reeder leads alongside two Managing Directors on the firm’s Client Advisory Team. She spoke to the Dallas Business Journal about Tolleson Wealth Management’s reputation and how the firm successfully attracts clients by […]

Tolleson Private Bank Volunteers with High School Students at Wesley-Rankin Community Center

Tolleson Private Bank employees had the opportunity to work with high school students during summer break to teach valuable life lessons about budgeting, saving and credit. The classes focused on learning financial independence, taking place in June and July during summer camp. Employees gave students real-life examples on how to create a budget, what a […]

Tolleson Wealth Management Donates To Suits For Shelters Clothing Drive

More than 100 pieces of professional clothing were donated by Tolleson Wealth Management employees to the Suits for Shelters drive, benefiting survivors of domestic abuse. The firm has participated in the Suits for Shelters drive since 2015 and has donated to the campaign since 2013. The professional pieces of clothing help equip women in need […]