Founded in 1997 by John C. Tolleson as a single-family office, the firm evolved into a multi-family office in 2000 to serve the complex needs of other wealthy families. Tolleson Wealth Management offers a holistic approach by combining a full range of services under one roof, including investment management, family office services, financial and tax planning, and private banking through its affiliate, Tolleson Private Bank. The company's mission is to provide objective advice, customized solutions, and exceptional service to help clients manage, sustain, and grow their wealth across generations.

Founded in

United States