Resources

Partnering with The Senior Source, we are pleased to announce the underwriting of the Charles C. Sprague Sage Society Dinner on Wednesday, May 1. This purpose of this dinner is to highlight the urgency of giving older Americans a high place on the agenda of community concerns, while creating a brighter future for all generations. […]

The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]

Chief Technology Officer and Chief Operating Officer John Scheibe oversees one of Tolleson Wealth Management’s largest teams, including Information Technology, Business Applications, Wealth Operations, and Client Bookkeeping Services. The group manages more than 80 applications that work together and give a streamlined and consistent experience for employees and client families. Taking a break from all […]

Chief Investment Officer Eric Bennett and Tolleson Wealth Management’s Investment Team hosted a private reception featuring John Goff to talk current trends and opportunities in today’s real estate markets. Goff is the founder of Goff Capital and co-founder and chairman of Crescent Real Estate. With more than 20 years of experience in investing in real […]

Chief Investment Officer Eric Bennett took the stage at the Fifth Annual Private Wealth Texas Forum in Dallas on Feb. 6. Speaking on a panel about investment strategies, Bennett gave his insight on the current global market outlook and what he sees trending for this year. “The global economy appears solid but slowing due to […]

Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams. Courtney Allen, CFP®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently […]

ChildCareGroup hosted the 2019 Great Adventure Hunt last weekend, a dinner and scavenger hunt filled with puzzles at the Frontiers of Flight Museum. Teams across North Texas competed to solve all eight puzzles in the shortest amount of time. Tolleson Wealth Management supported the organization with two teams, giving employees the opportunity to put their […]

The Private Asset Management (PAM) Awards listed Tolleson Wealth Management on the shortlist for the 2019 Best Multi-Family Office Overall (over $2 billion). The firm was one of nine firms selected throughout the country as contenders for this award. The winner will be announced at a reception in New York City in February. The PAM […]

Tolleson Wealth Management is consistently working to provide ways for client families to enjoy their wealth. As a firm that takes care of all things financial, the Investment and Client Advisory Teams continuously work together to create investment strategies that serve each family and their needs. “Our customized approach built over the past two decades […]