Resources

Due to below-freezing weather conditions causing rolling blackouts and hazardous roads, Tolleson Private Bank will close its lobby and in-person branch services until Friday, Feb. 19, when we expect normal operations to resume. Bank services will remain virtual Wednesday and Thursday from 9 a.m. – 4 p.m. CT to maintain the safety of our employees […]

Roses are red, violets are blue, sugar is sweet, and giving back on Valentine’s Day is too! Studies¹ project that Americans will spend $12.8 billion this Valentine’s Day. As you think about ways to make someone in your life feel special, consider gifts that can also impact others. “Be Mine” with a card. Send a […]

Tolleson Wealth Management celebrated 17 promotions in January, including recognizing four prominent leadership roles and a new director on its Client Advisory Team. Despite tackling many new challenges in 2020 brought on by the COVID-19 pandemic, the executive team continued to validate the importance of its people in carrying out the firm’s core mission of […]

As 2020 came to an end, service opportunities had just started from teams at Tolleson Wealth Management. Knowing that this holiday season looked very different for many families left employees feeling inspired to give back to their community. By creating and participating in a company-wide service project called ‘Tolleson Team Serves,’ each team department selected […]

Senior Vice President and Regulatory Compliance Officer Alta Mantsch helps a student with a finance exercise. While Tolleson Private Bank is passionate about serving client families, the bank is also committed to serve within the greater Dallas community. Through providing credit and lending in these areas, Tolleson Private Bank hopes to foster more financial opportunities […]

D Magazine selected Tolleson Wealth Management as a Top Wealth Manager for 2020. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the sixth consecutive year that Tolleson Wealth Management has received this award. To view the list published by D Magazine, […]

‘Tis the season for giving! The Philanthropy Services team has compiled a list of organizations on the best ways to volunteer and donate this year. Volunteer as Santa Claus or his Little Helper Channel your inner elf and make a child’s Christmas by “answering” their letter to Santa Claus. Be a Santa to a senior […]

To get into the holiday spirit, employees participated in the annual “giving tree” drive benefitting the firm’s community partner St. Philip’s School and Community Center. Sixty employees provided coats to 100 children at the school and community center’s annual Christmas store. It is the seventh year that the firm has offered a holiday drive for […]

Tolleson Wealth Management’s Philanthropy Director Susan Jenevein virtually sat down with Reid Porter to discuss his organization, Advocates for Community Transformation (“ACT”). The organization uses innovative approaches to create safer neighborhood in Dallas by fostering relationships and empowering neighbors to stand up for their community. Porter and Jenevein discuss how ACT bridges differences, creates safer communities, and has […]