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.
“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.