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.
Featured Insight

Tolleson Private Bank
Rick Lafitte, the President of Tolleson Private Bank, was recently asked to join Tolleson Wealth Management’s Board of Directors. Under his leadership, the bank has experienced significant growth. Rick explains:
“Tolleson Private Bank’s financial strength and local leadership allow us to respond quickly and help our client families with their lending needs. Clients are still purchasing homes and making investments in these times. Our bank staff has adapted to working remotely and we continue to make loans at a record pace. Much of our new business is coming through referrals from clients who are spreading the news to their friends and colleagues about our responsiveness and competitive products. The bank’s deposit base is continuing to grow at a record pace, too, as word spreads about how dedicated we are to customer service. We are so grateful for the faith that our clients place in us with by spreading the Tolleson story to family and friends.”
Resources
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Tolleson Insights Podcast
Welcome to the Tolleson Insights Podcast where I share conversations to help families build on their success and leave a more meaningful legacy. Our latest episode in the series discusses the need for a family office. Check out full episode details and click to tune in below. “Do I need a Multi-Family Office?” We share […]
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InvestmentNews names Tolleson Wealth Management a 2021 Best Places to Work for Financial Advisors
InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the fourth consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s 75 firms throughout the country. “We are […]
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Preparing for Marriage
The Situation: When Ms. L, the daughter of a Tolleson Wealth Management client family, began talking about marriage, our advisors helped begin a dialogue about the best way to prepare for it. Most young people, especially from families of wealth, are very hesitant to have the discussion about the dreaded “prenup.” However, we encouraged […]
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Winter Storm Resources Following 2021’s Freezing Temperatures and Snow
Millions of Texans are without heat, power, and suitable housing in response to recent winter storms. With below-freezing temperatures and hazardous road conditions, many are in need of assistance and support as resources are stretched thin throughout the state. In response to these needs throughout our community, our Philanthropy Services Team has curated a list […]
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