2026 Mid-Year Update
This year, we rally behind One Tolleson: an ongoing effort to bring our team closer together with greater clarity, alignment, and purpose in service of our clients.
Our renewed dedication to “One Tolleson” continues to guide our team this year, helping us bring the full depth of the firm to clients with greater alignment and consistency. Our recent recognition on the inaugural CNBC Elite Advisors list reflects the strength of that approach and the people behind it. As the only firm listed in Texas, this accomplishment speaks to the strength of our team and the value we bring to our client families.
Tolleson Trust Company
Tolleson Trust Company was established this year as a natural evolution of our long-standing private trust services, which have guided families through the complexities of multigenerational planning for more than two decades. By formalizing our trust capabilities into a dedicated, separately chartered entity, we have strengthened our ability to meet increasingly sophisticated estate and fiduciary needs of clients while preserving the deeply personal nature of this work.
Christine M. Finn, President of Tolleson Trust Company
Overseeing the firm’s private trust services, Christine brings more than 20 years of experience advising high-net-worth families on estate planning, wealth transfer, and fiduciary matters. Christine began her career in private practice as a trusts and estates attorney and later held a senior role advising clients on complex wealth planning strategies prior to joining Tolleson in 2016.
Josh Coury appointed Senior Managing Director
Promoted earlier this year to Senior Managing Director, Josh has spent 13 years at Tolleson working closely with families navigating their financial decisions — helping them bring structure to complexity and confidence to the choices that matter most.
Welcome Claire Wheatley, Director of Family Reporting
Family Reporting is part of the integrated family office approach. Claire, as its team lead, brings deep experience in client accounting, internal controls, and customized reporting. In this role, she is helping families translate complex activity into clear, decision-ready financial reporting as well as streamlining bill pay and cash-flow processes.
Top Insights & News
As the pace of change continues to accelerate with technology and AI, we remain grounded in the belief that a personal experience is irreplaceable. We have seen that reflected in our curated events, where clients come together around relevant topics and shared perspectives. It is an area we look forward to continuing to grow with thoughtful programming and meaningful dialogue. If there are topics you are interested in, we would welcome the opportunity to hear from you.
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