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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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. Ep. 6 – Preparing for Your Family’s Future As we transition into another year navigating the pandemic’s unknowns, a family’s need to prepare for succession and practice decision-making is greater. When unexpected […]
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Preparing for Your Family’s Future
As we transition into another year navigating the pandemic’s unknowns, a family’s need to prepare for succession and practice decision-making is greater. When unexpected circumstances occur, we help families have a plan in place to aid in the transition process. In my latest episode of Tolleson Insights, I share why prepping for your family’s future […]
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CEO Carter Tolleson Named as One of Dallas’ 500 Most Powerful Business Leaders by D CEO
CEO Carter Tolleson is featured in D CEO’s annual Dallas 500 magazine as a top influential and powerful leader in the local banking and finance industry. This is the fourth consecutive year he was named to the special publication. “We’re doing important and valuable work for the families we serve,” Tolleson said to employees in […]
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Employees Give Back Through Service Project Tolleson Team Serves
The firm’s company-wide service project, Tolleson Team Serves, came back for a second year as employees volunteered to support local non-profits. Grouped into 16 teams, every department had the opportunity to select a local charity and volunteer activity to do together. After each service was completed, Tolleson Wealth Management made a $2,500 donation to recognize […]
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