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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Carter Tolleson Celebrated as a Most Admired CEO by Dallas Business Journal
In its latest publication, Dallas Business Journal honors Carter Tolleson as a 2022 Most Admired CEO. This award is given to CEOs who deliver outstanding performance in guiding a company to success and contributing to the overall growth of the North Texas business community. Tolleson exemplifies an admired CEO through his leadership, decision-making, and authentic […]
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Tolleson Private Bank Celebrates $1 Billion in Assets
Tolleson Private Bank hit a major milestone this year, reaching $1 billion in assets. Founded in 2003, three years after Tolleson Wealth Management began offering multi-family office services, the Bank has grown through the years into a highly customized and attentive banking service. Starting from strong family-founded roots, it was built from the ground up […]
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Employees Celebrate Summer at Tolleson Wealth Management’s Annual Picnic
To kick off summer, Tolleson Wealth Management hosted its annual picnic. The Tolleson family invited employees and their families to gather for a celebration with entertainment and treats. This year, “Camp Teagle” introduced the picnic’s first-ever Pickleball Tournament. Carnival games, a petting zoo, bungee jump, caricature artist, and scavenger hunt were among the many activities […]
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Tolleson Wealth Management Named a 2022 Charitable Champion
Tolleson Wealth Management is one of 10 financial advisory firms selected for the annual Charitable Champions List by The Invest in Others Charitable Foundation (“Invest in Others”), which recognizes companies that give back to their communities and successfully promote a culture of philanthropy within their organizations. From environmental causes to financial literacy, animal welfare, medical […]
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