Resources

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 […]

Millions of Texans are without heat, power, and suitable housing in response to recent winter storms. With below-freezing temperatures and hazardous road conditions, many are in need of assistance and support as resources are stretched thin throughout the state. In response to these needs throughout our community, our Philanthropy Services Team has curated a list […]

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 […]

How will the world change after experiencing nearly a year of an unprecedented pandemic? Philanthropy Director Susan Jenevein sought to answer just that with the launch of a new webinar series called Tolleson Wealth Management Presents the Future. Covering four key areas of education, travel, Texas, and energy, she speaks to various industry experts about […]

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, […]