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Category: Firm Update

Richard Joyner and Jeff Strese Share Insights on “Preparing the Next Generation of Beneficiaries”

Family Office Exchange (FOX) featured Tolleson Wealth Management’s Richard Joyner, President and Jeff Strese, Family Learning Consultant, on its blog series. In the article, “Preparing the Next Generation of Beneficiaries,” Joyner and Strese offer important insights and questions that families of high-net wealth should consider. Preparing children and trust beneficiaries as the next generation is […]

Announcing Eric Bennett as Chief Investment Officer

Eric Bennett will rejoin Tolleson Wealth Management as Chief Investment Officer (CIO), returning to the firm that he co-founded with John Tolleson in 2000. Eric originally joined the Tolleson family in the late ‘90s to start a single family office, which ultimately became Tolleson Wealth Management. Eric served as the Chief Executive Officer and CIO, […]

Tolleson Wealth Management Hosts Family Education Program Event Featuring Diana Chambers

Tolleson Wealth Management recently hosted its signature Family Education Program event, which helps client families plan for the complexities and issues that accompany wealth. The presentation, titled “Financial EQ,” featured a keynote and discussion with Diana Chambers. Diana Chambers, known as the Family Wealth Mentor, is committed to helping individuals manage their wealth in an […]

Employees Accepted Into Dallas Leadership Programs

Three Tolleson Wealth Management employees were accepted into Dallas leadership development programs this fall. Valerie Hooper, Shannon Listorti and Tracey Reyes, enrolled in competitive and application-based programs to develop their leadership skills, increase their community involvement and network with other professionals to enrich their careers at Tolleson Wealth Management. Valerie Hooper, Philanthropy Advisor at Tolleson […]

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 […]

What You Need to Know About the Equifax Breach

Credit-reporting company Equifax reported a security breach last week that exposed sensitive personal data of approximately 143 million Americans. The compromised information included social security numbers, birth dates, addresses and some credit card and driver license numbers. Although Equifax has issued a response to its consumers about the breach, we understand you might have questions […]

Carter Tolleson and Richard Joyner Promoted

Carter Tolleson is promoted to Chief Executive Officer and Richard Joyner to President of Tolleson Wealth Management, the parent company for Tolleson Private Wealth Management and Tolleson Private Bank. They have been leading the firm’s day-to-day activities for several years and have played an important role in the growth and success of Tolleson Wealth Management. […]

Tolleson Family Makes a Lead Donation to Highland Park United Methodist Church

The Tolleson Family made a lead donation to Highland Park United Methodist Church (HPUMC) that will fund a new Tolleson Family Activity Center with a dedicated space for youth and special needs ministries. According to Beyond, the HPUMC campaign website, John Tolleson “is passionate about the next generation of families at HPUMC and that led […]

Tolleson Wealth Management Promotes Directors on Client Advisory Team

Tolleson Wealth Management is proud to announce the following promotions to Director on the Client Advisory Team (pictured from left to right): Josh Coury, Micahl Wester, Jeff Dunn, Rachael Reese and Justin Thompson. As Directors, this group will serve clients as primary contact responsible for overseeing, managing and providing advice to families regarding their wealth […]

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