ESTATE PLANNING
“Wealth is often a paradox – it frees you to live the life you envision, but can also seem daunting and unwieldy to manage. Tolleson Wealth Management exists to simplify the complexities and help you shoulder the burden” – J. Richard Joyner, President
How We Help
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
FEATURED INSIGHT
Part 1: The Multi-Family Office
One of the most common questions prospective client families ask me is about the advantages of working with a multi-family office. “I have an estate planner, and a CPA, and an investment advisor,” they say. “Can’t I just work with them and get the same result?”
Well, yes and no. It’s fair to say that some individual advisors can do the same things as a multi-family office. However, I also think it’s fair to say that this process does not always produce the optimal outcome.
The services provided by multi-family offices are often much broader than other types of advisors. Many other types of firms describe themselves as “family office teams” that operate inside brokerage firms or big banks, even though most do not provide tax preparation or tax advice. Many do not pay a family’s bills or provide strategic support to the family’s charitable foundation. Even fewer will help a family analyze investment opportunities that are presented by firms other than theirs. Many multi-family offices can and will do these things.
I recently saw a distressing example of this. Continue reading...
Resources
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Director Courtney Joyner Recognized in People Newspapers 20 Under Forty
We are proud to celebrate Philanthropy and Family Engagement Director Courtney Joyner for her recognition as a 20 Under Forty honoree in People Newspapers. This category highlights those in the Park Cities and Preston Hollow that are making a difference, embodying what it means to be an active member of their community. Courtney assists in […]
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Tolleson Hosts Market Strategist Dr. Edward Yardeni for Exclusive Client Event
Chief Investment Officer Eric W. Bennett hosted Dr. Edward Yardeni for a special webinar to discuss key opportunities and challenges in today’s economic landscape, exclusively for Tolleson Wealth Management clients. During the interview, Dr. Yadeni shared his current stance on the Fed, rent inflation, and why not to time the market. He also believes the […]
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Highlighting our Women on International Women’s Day
Women Leaders of Tolleson brought in Katherine Wagner, CEO of Business Council for the Arts, to discuss the art in Dallas and how the business community can engage with the arts community. She gave an overview of the impact of art and how the culture benefits from a strong art community. Women Leaders of Tolleson […]
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Tolleson Team Gathers and Celebrates Together at the Perot
Employees at Tolleson gathered in February for the company’s bi-annual team meeting. This event brought together all employees to network, celebrate milestones, and hear from the company’s leaders. Located at the Perot Museum of Nature and Science, the event featured CEO Carter Tolleson and President Richard Joyner with presentations about important projects and the company […]
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