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Category: Firm Update

A Message to Clients Regarding Operations

As we learn more about the local developments of the COVID-19 virus, we want to promote social distancing to protect the safety of our Tolleson Wealth Management team. As a result, we have asked most of our staff to work remotely beginning today (Tuesday, March 17). We will continue to operate in this manner through […]

A Message to Our Clients

Like you, we are monitoring the daily developments around the spread of the COVID-19 virus. While we have not experienced any issues to date, we are taking the appropriate steps to be fully prepared if that changes. As the situation evolves, our priorities are: The health and safety of our employees and client families; Continuous […]

Tolleson Wealth Management supports The Dallas Opera as Presenting Sponsors for the FIRST NIGHT

Tolleson Wealth Management supported the Dallas Opera as the Presenting Sponsor for the FIRST NIGHT on Friday, Oct. 18. President Richard Joyner toasts the Dallas Opera’s Honorary Chairs the Winspear Family at the FIRST NIGHT dinner. “As we look around this evening, we cannot help but honor the memories of Margot and Bill Winspear whose […]

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 […]

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 […]

Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank

Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family. “Having a private bank is an integral and important piece of our overall business. It […]

Celebrating the Life and Contributions of Gene H. Bishop

Gene H. Bishop 1930-2019 The team at Tolleson Wealth Management mourns the death of board member and advisor Gene H. Bishop after hearing the news of his passing last week. He was a mentor and dear friend to many at the firm. “Without question, Gene was the finest businessman, banker that I’ve ever been around,” […]

Tolleson Wealth Management Names New Directors

Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams. Courtney Allen, CFP®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently […]

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 […]