Tolleson Private Bank

Our Story

At Tolleson Wealth Management, we are a multi-family office dedicated to simplifying life for wealthy individuals and their families. As a privately-owned and family-run business, we understand the complexities that come with managing vast wealth. Established in 1997, our comprehensive family office services help clients navigate their inherent complexities. Our family's foundation was built by a family like yours with complex affairs that no one else could manage. We exist to be that solution, to partner with you through life's opportunities and challenges.

Integrated Services

As your family office, we are here to manage your financial needs and execute on every detail. Our full suite of services exists to support your family enterprise, no matter how simple or complex. We created our services to extend beyond the typical services you might find elsewhere. It's important to us to take the care and time to understand your full situation, integrating seamlessly with your needs and leveraging our in-house specialists across diverse service areas.

Our suite of services includes:

• Investment Management: With our view of the economic landscape and your family's specific vision, we build a personalized investment portfolio aimed to meet your goals.
• Estate Planning: Good estate planning should be more than a plan that sits on a shelf. We work with you to create, implement, and monitor a plan that incorporates your family's goals and long-term wishes.
• Family Engagement: We support clients in building a foundation to help ensure an engaged, resilient, and thriving family for generations.
• Tax Planning and Strategy: Our in-house tax professionals help formulate proactive tax planning strategies and coordinate individual, trust, estate, and personal entity returns.
• Private Banking: We provide sophisticated services to conveniently support your family's personal and business banking needs.
• Trustee and Estate Settlement: Through Tolleson Private Bank, we offer a full suite of services and have extensive experience working with family enterprises and integrating seamlessly with your estate plan.
• Financial Reporting and Bill Pay: We offer comprehensive financial reporting and bill pay services to support your investment, tax, estate, and philanthropic plans.
• Philanthropy: By understanding the impact you want to make, our team can advise and execute on the best way to fulfill your charitable wishes.

Our Leadership Team

The Tolleson team is staffed to provide a highly personal service experience that fosters strong, long-term relationships. We have built our business to serve, as evidenced by one of the highest advisor-to-client ratios in the region. Our leadership team is composed of experienced professionals who have dedicated their careers to serving high-net-worth individuals and their families.

Join the Tolleson Family Office

We invite you to experience the exceptional service and personalized attention that sets us apart. Let us help you simplify your life and build a foundation for your family's future.