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 Wealth Management Directors Receive 2020 Young Professional Award from Family Wealth Alliance
Family Wealth Alliance announced the winners for the 2020 Young Professionals Award this week, including Tolleson Wealth Management Directors’ Ryan Wilson and Justin Thompson. Twenty-five family wealth professionals under 40-years old were selected for demonstrating success in their careers and making significant contributions to the industry. As Directors on the Client Advisory Team, both Wilson […]
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Investment Diligence During a Global Pandemic
Like many institutional-quality investment teams, we follow a rigorous process conducting due diligence on outside asset managers to research new and existing investment options. In addition to traditional investment research processes, like data analytics and interviewing key decision makers, we also employ other techniques to ensure we are making the best decisions possible on behalf […]
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Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business
When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]
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Pre-Election Planning
Both presidential candidates have discussed substantially different tax plans leading up to this year’s election. It is impossible to predict if or when changes could occur if Joe Biden wins and the Democrats win control over the Senate. Yet, some of the proposed tax law changes in Biden’s tax plan could have significant long-term effects […]
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