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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D Magazine Names Tolleson Wealth Management a 2022 Top Wealth Manager in Dallas
D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers for the eighth consecutive year. We are proud to celebrate this recognition with our whole team for their dedication in providing client families with everything financial. Nominated by local wealth managers and selected by an anonymous panel of Certified Financial Planners, the […]
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Tolleson Wealth Management Featured in Dallas Business Journal’s 2022 Dallas 100 Rankings
Tolleson Wealth Management was featured in Dallas Business Journal’s 2022 Dallas 100 rankings. Headed by the Caruth Institute for Entrepreneurship at SMU’s Cox School of Business, this annual ranking distinguishes Tolleson as one of the 100 fastest-growing private companies in North Texas. The firm’s leadership team continues with their people-first philosophy, honoring its team’s dedication […]
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Managing Director Rachael Reese Wins 2022 Family Wealth Alliance Young Professionals Award
Family Wealth Alliance recognized Rachael Reese, a Managing Director on the Client Advisory Team at Tolleson Wealth Management, with the 2022 Family Wealth Alliance Young Professionals Award. Family Wealth Alliance searched for the top young professionals under 40 in the family wealth industry who showcased “a strong record of innovation and outstanding performance.” This award […]
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2022 Natural Disaster Resource & Giving Guide
Every year, the United States experiences devastating natural disaster events such as hurricanes, tornadoes, wildfires, etc. If you are interested in helping the disaster relief effort, we have included some suggestions below. For more information or to donate, click the links below. American Red Cross Center for Disaster Philanthropy Convoy of Hope The Salvation Army […]
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