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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Tolleson Wealth Management Donates To Suits For Shelters Clothing Drive
More than 100 pieces of professional clothing were donated by Tolleson Wealth Management employees to the Suits for Shelters drive, benefiting survivors of domestic abuse. The firm has participated in the Suits for Shelters drive since 2015 and has donated to the campaign since 2013. The professional pieces of clothing help equip women in need […]
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Chief Talent and Learning Officer Jeff Strese Speaks on Leadership at Pershing’s Insite Summer Conference
As Chief Talent and Learning Officer, Jeff Strese leads Tolleson Wealth Management by avidly investing in human capital programs and strategies for employee culture. In recognizing the need for growth around leadership, Strese has led the implementation of in-house professional and leadership training for employees the past four years. Other areas of focus for him […]
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Same Tolleson Wealth Management, just with a new look and feel
We are pleased to announce the launch of a newly designed website with dynamic features and improved capability for more content. Our goal at Tolleson Wealth Management has and always will be the client experience. Over the past few years, we have implemented key projects focused on delivering more relevant and timely information to our […]
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Tolleson Wealth Management’s Jeff Strese Contributes to Family Business Magazine
Family council meetings have an opportunity to be helpful, productive sources of collaboration for large families, yet seem to be difficult to facilitate in a positive way. Preparation and facilitation are vital components in achieving successful meetings. Strese elaborates on the importance of facilitation and gives recommendations for this in his latest article, “Effective Facilitation […]
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