Resources

Tolleson Private Bank and the Federal Home Loan Bank of Dallas (FHLB Dallas) have awarded $24,000 in Partnership Grant Program (PGP) awards to two apartment complexes in Dallas, Texas, developed by Catholic Housing Initiative to house seniors. PGP grants help qualified nonprofit organizations fund a variety of operational and administrative activities that are critical to […]

Distressed assets and default situations are a hot topic in today’s current climate. Family Wealth Report writer Charles Paikert invited Chief Investment Officer Eric W. Bennett to share his insight on the topic and investment opportunities he foresees in the future. Bennett explains what he believes wealth managers should be discussing with their clients about […]

Tolleson Wealth Management is pleased to announce the promotion of Royce Ramey to the newly created Chief Experience Officer role. Ramey will sit on the firm’s governing CEO Council and will be responsible for the strategic integration of service lines while ensuring team members have the training, technology, and support to deliver a seamless client […]

We were honored to host an online conversation last week with Bishop T.D. Jakes, known as a faith leader, author, filmmaker, entrepreneur, and philanthropist. Director of Philanthropy Susan Jenevein and Bishop T.D. Jakes talk about justice, racial equality, the importance of continuing conversation, and the role of philanthropy in moving forward together. Tolleson Wealth Management […]

Each summer, Tolleson Wealth Management offers a private wealth management internship to rising college seniors, teaching them about the inner workings of a multi-family office. The interns receive hands-on experience as they rotate through different departments in the firm. This year, private wealth interns John Luger and Megan Shipman begin their first day virtually. John […]

Each spring, employees at Tolleson Wealth Management participate in a beloved step challenge that encourages activity through friendly competition between teams. The annual program encourages employees to walk more and increase their overall physical activity, with rewards for milestones. This year, 13 teams of five to six employees competed to hit daily and weekly goals […]

Tolleson Wealth Management is pleased to announce the appointment of Rick Lafitte, President of Tolleson Private Bank, to serve on its Board of Directors. Lafitte leads the firm’s private bank offerings and relationships. “Since becoming President of Tolleson Private Bank, Rick Lafitte has made a significant impact to our comprehensive service approach and I look […]

Chief Investment Officer Eric W. Bennett and Tolleson Wealth Management’s Investment Team hosted a virtual interview featuring Michael Gregory to discuss investing in biotechnology amid a pandemic. Gregory is Co-Managing Partner and Co-Founder of Avidity Partners, serving as Director of Research and President. For more than a decade, he has been a respected healthcare investor […]

Each year, Tolleson Wealth Management presents a Community Service Award to the employee with the most amount of service hours to recognize the hard work and impact made giving back to the local community. The selected recipient of this award receives a $1,000 grant for the charity of his or her choice. Tolleson Private Bank’s […]