Strategic Wealth Management
& Financial Planning
“Wealth is often a paradox – it frees you to live the life you envision, but can also seem daunting and unwieldy to manage. Tolleson Wealth Management exists to simplify the complexities and help you shoulder the burden” – J. Richard Joyner, President
How We Help
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
YOUR TOTAL FINANCIAL PICTURE
Clarity amid complexities – that’s what our wealth management and financial planning services aim to do. We can provide better understanding and integration of your entire financial picture because we take the time to understand your history, goals and needs up front.
A TEAM FOCUSED ON YOU
We create your team of specialists that have worked with other families and can adapt with your preferences and life changes. They will work with you through every step of life – from buying a home or aircraft to planning for wealth transfer or a business sale. Whatever the event is, we create and implement strategies that are tax efficient and supportive of your long-term goals.
CONTINUITY AND INTEGRATION
Because we incorporate many different aspects of your financial life in our strategies, we package our services in a way that’s clear and easy for you. Working with a primary advisor and other advisory staff, we can combine our specialty teams with any outside advisors for seamless integration. As independent advisors, we have no outside interests or affiliations. Our clients always come first.
FEATURED INSIGHT
Part 1: The Multi-Family Office
One of the most common questions prospective client families ask me is about the advantages of working with a multi-family office. “I have an estate planner, and a CPA, and an investment advisor,” they say. “Can’t I just work with them and get the same result?”
Well, yes and no. It’s fair to say that some individual advisors can do the same things as a multi-family office. However, I also think it’s fair to say that this process does not always produce the optimal outcome.
The services provided by multi-family offices are often much broader than other types of advisors. Many other types of firms describe themselves as “family office teams” that operate inside brokerage firms or big banks, even though most do not provide tax preparation or tax advice. Many do not pay a family’s bills or provide strategic support to the family’s charitable foundation. Even fewer will help a family analyze investment opportunities that are presented by firms other than theirs. Many multi-family offices can and will do these things.
I recently saw a distressing example of this. Continue reading...
Resources
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Looking Forward: Tolleson Wealth Management Presents the Future
How will the world change after experiencing nearly a year of an unprecedented pandemic? Philanthropy Director Susan Jenevein sought to answer just that with the launch of a new webinar series called Tolleson Wealth Management Presents the Future. Covering four key areas of education, travel, Texas, and energy, she speaks to various industry experts about […]
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Employees Celebrate a Continued Partnership with St. Philip’s School and Community Center in 2021
Tolleson Wealth Management proudly marked another year in its partnership with St. Philip’s School and Community Center, committing as a 75th Anniversary Sponsor for the Annual Destiny Luncheon in March. Presented virtually, the luncheon featured New York Times Bestselling and Pulitzer Prize Winning Author Isabel Wilkerson as a keynote speaker. Last year, Tolleson Wealth Management […]
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Chief Investment Officer Eric W. Bennett Goes Inside the Investment with Frank M. Sands
Chief Investment Officer Eric W. Bennett, CFA, hosted a virtual conversation with Sands Capital Management Chief Executive Officer and Chief Investment Officer Frank M. Sands, as part of Tolleson Wealth Management’s Inside the Investment series. Sands discussed the nuances of innovation investing and how he led his firm to success by identifying the differentiated leaders […]
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The Future is Coming: How to Invest in It
Much of the focus in the investment world surrounds what is going to happen in the next 12 months. In 2021, the current near-term focus includes the ongoing effects of COVID-19 on the economy, the side effects of the huge financial stimulus from the Fed and Congress, and policy and tax changes from a Biden […]
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