Trusts & Estates
“Far from a dusty legal document, a trust reflects a family’s desire for clarity, continuity and protection of a legacy. We have the experience to help you ensure your wishes and foresight are the basis of your trust strategy and carried out in a professional manner that reflects your vision.” – J. Carter Tolleson, CEO
How We Help
PROTECT YOUR LEGACY
Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges. We help you find the best way to communicate your legacy and values. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries.
TRUST ADMINISTRATION
We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your will can be carried out in a timely and efficient manner as planned.
ESTATE PLANNING
Our trusts and estates team thinks in terms of multi-generational legacy. We perform an in-depth discovery and detailed review of your estate planning documents to analyze and monitor the effectiveness of your financial position.
PROTECT YOUR LEGACY
Trusts offer unique benefits of privacy, continuity and safety, but can also create unique challenges. We help you find the best way to communicate your legacy and values. We build deep relationships with family members while providing coaching and mentorship to prepare future generations to be successful beneficiaries.
TRUST ADMINISTRATION
We can serve as trustee, co-trustee or agent for trustee to ensure effective trust administration. Our bank can also serve as corporate trustee of trusts with directed investments and can administer estates as executor or co-executor, so the wishes as expressed in your will can be carried out in a timely and efficient manner as planned.
ESTATE PLANNING
Our trusts and estates team thinks in terms of multi-generational legacy. We perform an in-depth discovery and detailed review of your estate planning documents to analyze and monitor the effectiveness of your financial position.
Featured Insight
Selection of Trustees
As a professional client advisor for more than 30 years, I have worked with quite a few families struggling to make good decisions about how to arrange their affairs after their deaths. And while no one likes to sit around and think about death, business leaders talk regularly about planning for “succession.” The reality is that decisions made in this process are consequential and far-reaching for the family that is left behind. In reality, the primary focus of this process should not be about death, but about planning the best possible future for children and as-yet unborn family members.
In that context, decisions about trustees are some of the most significant and often the ones given the least amount of thought. If your family has enough wealth that your estate plan makes use of multi-generational trusts, the trustee you name has an important, long-lasting job. So how should you make the selection? Continue reading...
Resources
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Richard Joyner Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List
The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]
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Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia
Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]
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Tolleson Wealth Management Kicks Off the School Year with a Drive
With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]
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Tolleson Wealth Management Listed in Financial Advisor’s 2018 Annual RIA Ranking
For six years, Tolleson Wealth Management has been listed in the Annual Registered Investment Advisors (RIA) Rankings by Financial Advisor Magazine. The firm is recognized at #46 in the national ranking and is the highest Texas ranked RIA. The full list of rankings is featured in the July edition of Financial Advisor Magazine. To learn […]
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