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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Generations Serving Together at North Texas Food Bank
More than 45 employees and their families served together at North Texas Food Bank (NTFB) last weekend for a food packing project. Participants assisted in the organization’s hunger relief efforts that serve 190,000 meals for hungry children, seniors, and families across North Texas each day. The activity included an opportunity to learn about the community […]
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Celebrating Summer at the Annual Tolleson Wealth Management Picnic
Employees were treated to games, activities, and food at the Tolleson Wealth Management annual picnic this month. The Tolleson family held the festivities in the backyard of their home. As a treat to go along with the competitions during the picnic, prizes were awarded to the winners in each category. The firm donated additional toy […]
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Making Caring Cool with our Family Education Speaker Series
Tolleson Wealth Management hosted WE Charity founder and Social Entrepreneur Craig Kielburger for a recent Family Education Speaker Series event at Dallas Country Club. Craig gave valuable insights to the audience about how to involve the rising generation in philanthropic activities and how to ‘make caring cool.’ He told stories that ranged from speaking with […]
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Recognizing the Top Mergers & Acquisitions in North Texas
Tolleson Wealth Management was the presenting sponsor of this year’s D CEO Mergers and Acquisitions Awards last week. The awards ceremony featured opening remarks from Richard Joyner, President, a panel of dealmakers to give insight into working on large deals, and featured the winners of each category, including dealmaker of the year. “At Tolleson Wealth […]
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