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February 14, 2018 | News & Events

Tolleson Wealth Management Wins 2018 Private Asset Management Award

Tolleson Wealth Management scored top honors at this year’s Private Asset Management Awards. The award for Best Multi-Family Office – Overall (over $2 billion) was presented to the firm at the 2018 award ceremony. CEO Carter Tolleson accepted the award at the gala ceremony on Feb. 8 in New York City.

The PAM awards are given to top investment professionals, wealth advisors, legal firms, consultants and other service providers that operate within the private asset management community. Candidates are judged on financial progress, growth, client satisfaction and product innovation. An independent panel of industry experts judge firms from around the country based on both qualitative and quantitative performance indicators to select the winners.

President Richard Joyner, CEO Carter Tolleson, Managing Director Dotti Reeder, Managing Director Greg Hall and Senior Analyst Shiv Patel (pictured left to right), attended the awards ceremony and accepted this year’s award.

To learn more about awards and recognition, please visit here.