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February 25, 2021 | President's Blog

Tolleson Insights Podcast

Welcome to the Tolleson Insights Podcast where I share conversations to help families build on their success and leave a more meaningful legacy.

Our latest episode in the series discusses the need for a family office. Check out full episode details and click to tune in below.

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“Do I need a Multi-Family Office?”

We share some answers to one of the most commonly asked questions, “Do I need a multi-family office?”

Estate Planning: How to Choose a Trustee

I know death isn’t a favorite topic to talk about, but estate planning is a complex and important part of creating a legacy. One of the biggest decisions after understanding how a trust works is how to choose a trustee. In the latest Tolleson Insights Podcast, we break down what you should think about when going through the process.