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February 23, 2021 | News & Events

Family Wealth Report Names Tolleson Wealth Management Award Finalist in Multiple Categories

Tolleson Wealth Management named a finalist in three categories for the Family Wealth Report Annual Awards this month. Categories included:

  • Fiduciary or Trust Services
  • Credit Solution
  • Multi-Family Office ($5-$10 billion Assets Under Management)

The annual Family Wealth Report Awards program recognizes innovative firms, teams, and individuals serving family office, family wealth management, and trusted advisor communities in North America.

“We are proud to be selected by Family Wealth Report in multiple categories with achievements for both Tolleson Wealth Management and Tolleson Private Bank. It is an honor to be named to the shortlist of finalists. We see this as a testament to the hard work our team puts in everyday to help clients with all things financial,” said President Richard Joyner.

Stephen Harris, publisher of Family Wealth Report and Chief Executive of ClearView Financial Media, was first to extend his congratulations to all finalists. He said: “The firms and individuals who are finalists in our eighth Family Wealth Report Awards program are all worthy competitors, and I would like to extend my heartiest congratulations. These awards are judged by an independent panel of judges and finalists are selected on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, and not only quantitative performance metrics.”

In its submissions, Tolleson Wealth Management described its broad service offering and multi-family office design that helps make life simpler and more meaningful for multi-generational families of wealth.

Winners will be announced on May 6, 2021 in Family Wealth Report alongside a series of videos and publications.

Family Wealth Report judges selected finalists based on a 750-word submission about the firm/individual’s business, why the organization should win the award entered, key metrics of the organization (including but not limited to AUM, staffing, revenues, types of coverage, and product/service offering), and a regulatory clean bill of health. Tolleson Wealth Management submitted a 750-word submission per category entered by the deadline (October 23, 2020). The categories are focused around three main areas: experts (individuals and teams), products and services for wealth managers/institutions of all sizes and types. Eligible entrants have business operations in North America. The judging panel is composed of 33 independent industry experts from family offices, private banks, trusted advisors, consultants and other services providers and selects winners, finalists and commended firms and individuals on the basis of qualitative subjective criteria with quantitative metrics to support, supplied to the organizers in standardized submission forms.  The finalists were announced on January 14, 2021 and the winners will be announced on May 6, 2021 Tolleson Wealth Management applied for this award. Tolleson Wealth Management did not pay to participate in the award program, however the firm paid for the rights to be able to distribute the results. To view additional disclosures, please visit here.