Hiring A Multi-Family Office
Is Tolleson Wealth Management the right fit for you?
- Privately owned and family led
- Founding Tolleson family remains involved and invests along with clients
- Dallas based and organically grown since inception
- Our team is not incentivized with sales commissions
- 25+ Years of institutional knowledge
- A multi-disciplinary team of 200+
- $11.4 billion in total assets under oversight(1)
- 7:1 advisor to client ratio
- Embedded bank with Tolleson Private Bank founded in 2003
- Embedded trust services with trust powers activated in 2006
- Managing wealth through the lens of a family: their vision, values, and dynamics
(1)Assets under oversight include $8.3 billion in regulatory AUM and $3.1 in additional private trust assets under custody. Data as of 6/30/2024.
What We Do:
We work with you to gain a deep understanding of your family’s goals and vision. From there, we can build a complete and detailed strategy. As part of our relationship, we also handle the execution of your plan by implementing, monitoring, and adjusting when and where needed, keeping you informed with comprehensive reporting and communication along the way.
Family
Enterprise
Family Legacy
Assets
Financial
Assets
Real Estate
Assets
Philanthropic
Assets
Operating
Business
Tax Planning and Strategy
Investment Management
Banking
Estate Planning
Financial Reporting and Bill Pay
Philanthropy
Trustee and Estate Settlement
Family Engagement
CONTACT US
To assess whether our team is the right fit for you and your family, let us know more about what you are looking for.
Our typical minimum for family office services is around $20 million. We acknowledge that no two families are the same and want to understand how to best partner with you to achieve your goals.