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Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business

When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]

Company-Wide Virtual Happy Hour, Sips & Stocks, Helped Employees Stay Connected During COVID-19

Normally, a 4 p.m. meeting on a Friday is a hard sell. However, like everything else in 2020, that changed when the pandemic hit earlier this year. Investments Manager Kolby Sneathern began hosting Sips & Stocks, a virtual happy hour to discuss the current stock market, while employees worked from home during shelter-in-place. The dreaded […]

Richard Joyner Recognized on Barron’s Top 100 Independent Advisors for Fourth Year

The Barron’s released the 2020 list of Top 100 Independent Advisors this week recognizing Tolleson Wealth Management’s Richard Joyner nationally as #15. This is the fourth year that Joyner is listed. Read about the 2019 ranking here. Joyner serves as President and has been with the firm for more than 15 years. He oversees key […]

Disaster Relief Resources for West Coast Wildfires

Dozens of major fires are burning across the Western United States. The current fires have burned more than 4.6 million acres in 10 states. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best […]

Amy Armstrong’s Insight for Succeeding within Tolleson Wealth Management’s Tax Department

Amy Armstrong joined Tolleson Wealth Management in 2007 with a non-traditional tax background. Now the Managing Director the firm’s tax department, she leads a team of professionals who provide a broad variety of tax services to ultra-high net worth clients. Armstrong shares her insight into succeeding on the tax team: What does Tolleson Wealth Management’s […]

Disaster Relief Resources for Hurricane Laura

Our thoughts are with those affected by the recent impact from Hurricane Laura that devastated the Gulf, Southern Texas, and Southern Louisiana early on Thursday, Aug. 26. If you are interested in supporting the relief efforts, our Philanthropy Service Team has compiled information regarding the best ways to help and donate. To ensure that your […]

President Richard Joyner discusses how Multi-Family Wealth Management Differs from Traditional Financial Planning with Michael Kitces

Kitces Podcaster Michael Kitces invited President Richard Joyner to discuss the differences in private wealth management services in a multi-family office setting versus traditional financial planning. As a multi-family office, each client is given careful attention to their values and goals to go beyond a traditional financial planning approach. “When you bring in the multi-generational […]

Tolleson Private Bank Launches Enhanced Mobile Features

Tolleson Private Bank continues to focus on improving the client experience and is pleased to announce two new mobile features for faster and easier online banking: mobile quick links and digital wallets. What are these features? Mobile quick links allow better navigation within the Apple iPhone application. Highly used actions are now accessible through shortcuts […]

Monthly Meditation Classes for Employees Teach Helpful Strategies during Pandemic

What originally began as a trial to test a new type of wellness program quickly grew into a beloved monthly meditation series for Tolleson Wealth Management employees. These meditation sessions began as a way for employees to learn meditation and relaxation strategies while also earning credits in the firm’s wellness tracking system that inspires and […]

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