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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Chief Investment Officer Eric Bennett Discusses Market Outlook at Dallas’ Private Wealth Texas Forum
Chief Investment Officer Eric Bennett took the stage at the Fifth Annual Private Wealth Texas Forum in Dallas on Feb. 6. Speaking on a panel about investment strategies, Bennett gave his insight on the current global market outlook and what he sees trending for this year. “The global economy appears solid but slowing due to […]
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Tolleson Wealth Management Names New Directors
Tolleson Wealth Management is pleased to announce its 2019 promotions including directors on the Client Advisory, Tax and Private Trust teams. Courtney Allen, CFP®, is promoted to Director on the Client Advisory Team. She joined the firm in 2012 as an Analyst, promoted to Senior Analyst in 2014, Manager in 2015 and then most recently […]
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Tolleson Wealth Management Solves Puzzles at ChildCareGroup’s Annual Great Adventure Hunt
ChildCareGroup hosted the 2019 Great Adventure Hunt last weekend, a dinner and scavenger hunt filled with puzzles at the Frontiers of Flight Museum. Teams across North Texas competed to solve all eight puzzles in the shortest amount of time. Tolleson Wealth Management supported the organization with two teams, giving employees the opportunity to put their […]
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A Gift to My Family
I can’t believe it’s been more than 20 years since I sold the business I ran, First USA, and started our single-family office. I was younger then and was excited about the next chapter of my life, but I recognized the fact that my personal financial affairs had just become much more complex and that […]
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