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April 28, 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 how philanthropy helps prepare the next generation. Check out full episode details and click to tune in below.

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Giving Together: Using Philanthropy to Prepare the Next Generation

Philanthropy provides families the unique opportunity to create impact, share values, and make decisions together. It can also play an important role in preparing the next generation for wealth transfer. In this episode, Richard Joyner and Director of Philanthropy & Family Engagement Susan Jenevein discuss how families can apply tools in philanthropy to equip the next generation with valuable skills while also investing in causes they are passionate about.

Trustee Selection: The Five Principles to Consider

Understanding and carrying out the intent of a trust can get lost in translation as trust creators age and pass away and as new generations of beneficiaries emerge. It’s important to choose the right trustee to fulfill the family’s needs. In the latest Tolleson Insights podcast, Richard Joyner provides a road map on the five key principles families should consider in that process.

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.

“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?”