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Category: Insights

Investment Diligence During a Global Pandemic

Like many institutional-quality investment teams, we follow a rigorous process conducting due diligence on outside asset managers to research new and existing investment options. In addition to traditional investment research processes, like data analytics and interviewing key decision makers, we…

Quarter-End Snapshot: Q3 2020

Quarter-End Snapshot Q3 2020 Firm Update from Carter Tolleson, CEO As we all continue to navigate this strange environment, Tolleson Wealth Management remains fully focused on your family.It has undoubtedly been a very strange and…

Pre-Election Planning

Both presidential candidates have discussed substantially different tax plans leading up to this year’s election. It is impossible to predict if or when changes could occur if Joe Biden wins and the Democrats win control over the Senate. Yet, some…

Quarter-End Snapshot: Q2 2020

Quarter-End Snapshot Q2 2020 Firm Update   from RICHARD JOYNER, PRESIDENT Wow. What a quarter it has been – it’s the middle of the summer, and we’re already in the second half of 2020! I’m…

Quarter-End Snapshot: Q1 2020

Quarter-End Snapshot Q1 2020 Firm Update   from Carter Tolleson, CEO “Always look for the helpers. Because if you look for the helpers, you’ll know that there is hope.”– Fred RogersThe world changed and it…

“Ready, Set, Zoom In” Podcast: Sharing insights about how to attract, develop, and retain young professionals

By Jeff Strese, Family Learning Consultant Recently, I was invited as a guest on a new podcast series called “Ready, Set, Zoom In” hosted by Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing Mark Tibergien to discuss…

Quarter-End Snapshot: Q4 2019

Quarter-End Snapshot Q4 2019 Firm Update   from RICHARD JOYNER, PRESIDENT It’s hard to believe that 2020 marks our 20th year in business, and we’ve been thinking a lot about how to celebrate such a…

Staying Secure During the Holiday Season

Many people’s usual patterns are impacted during the holidays due to an increase of shopping, traveling, or a combination of both. It’s easy to forget that these activities also leave people more vulnerable to online hacks and threats. We want…

Quarter-End Snapshot: Q3 2019

Quarter-End Snapshot Q3 2019 Firm Update   from Carter Tolleson, CEO Typically, towards the end of the year, many of us spend time reflecting on the past trip around the sun – accomplishments, progress made…

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…

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

By: Jeff Strese, Family Learning Consultant “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…

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…

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 things that happened…

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…

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…