Private Banking
“To us, banking is an art. Tolleson Private Bank works in concert with your wealth management strategy by providing traditional services within a customized and personalized environment. We are focused on delivering an attentive banking experience that you and your family deserve.” – J. Carter Tolleson, CEO
How We Help
CONVENIENT DEPOSIT SOLUTIONS
We quickly analyze untraditional collateral, facilitate a loan or simply cash a check. Our online banking with bill pay gives you complete access to your accounts, along with the ability to pay your bills online and deposit checks using our mobile device app. We also know what a nuisance bank fees can be, so we have eliminated the majority of them from our bank.
ENHANCED ACCOUNT PROTECTION
Account protection is also important to us. As a Tolleson Private Bank account holder, you will have benefits such as a 24/7 debit card fraud monitoring service, a chip-enabled debit card and a “lock and unlock” feature that allows you to use online or mobile banking to “lock” your debit card to prevent any unwanted transactions.
CUSTOMIZED CREDIT SOLUTIONS
To help take advantage of the opportunities that come your way, Tolleson Private Bank offers numerous credit and lending solutions as well. We realize that the borrowing needs of our clients may fall outside the realm of traditional banks’ underwriting guidelines; therefore, each loan is customized to meet the unique needs of the individual.
CONVENIENT DEPOSIT SOLUTIONS
We quickly analyze untraditional collateral, facilitate a loan or simply cash a check. Our online banking with bill pay gives you complete access to your accounts, along with the ability to pay your bills online and deposit checks using our mobile device app. We also know what a nuisance bank fees can be, so we have eliminated the majority of them from our bank.
ENHANCED ACCOUNT PROTECTION
Account protection is also important to us. As a Tolleson Private Bank account holder, you will have benefits such as a 24/7 debit card fraud monitoring service, a chip-enabled debit card and a “lock and unlock” feature that allows you to use online or mobile banking to “lock” your debit card to prevent any unwanted transactions.
CUSTOMIZED CREDIT SOLUTIONS
To help take advantage of the opportunities that come your way, Tolleson Private Bank offers numerous credit and lending solutions as well. We realize that the borrowing needs of our clients may fall outside the realm of traditional banks’ underwriting guidelines; therefore, each loan is customized to meet the unique needs of the individual.
Resources
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Tolleson Wealth Management Partners with ChildCareGroup to Bring Holiday Wishes to Life
The children who attend the Landauer Center at ChildCareGroup were granted holiday wishes this year by teams across Tolleson Wealth Management. Employees had the opportunity to pick a child’s wish and provide them with a present through the firm’s partnership with ChildCareGroup. Toys were gifted from wish lists to more than 100 children between the […]
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Tolleson Wealth Management Listed as the Second Largest Wealth Management Firm in North Texas
Tolleson Wealth Management was listed in Dallas Business Journal as the second largest wealth management firm in North Texas based on assets under management. With a 3:1 client-to-advisor ratio and six additional teams dedicated to various specialty areas, the firm has extended its multi-family office offering to take care of all things financial for clients […]
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Carter Tolleson Recognized in D Magazine’s Dallas 500 for Second Year
Tolleson Wealth Management’s Carter Tolleson is featured in the special edition of D CEO Magazine’s November issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most powerful business leaders in Dallas-Fort Worth for the second year in a row. Tolleson was nominated and chosen by the D Magazine editorial team […]
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Kristen Hadeed Brings a Next-Generation Perspective on Making Impact
Tolleson Wealth Management hosted a client luncheon last week featuring Kirsten Hadeed, a young entrepreneur and Ted Talk speaker. Hadeed founded StudentMaid, a cleaning company that hires students, in 2007 while attending the University of Florida. Since then, she has employed thousands of students and published a best-selling book, Permission to Screw Up. Hadeed spoke […]
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