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Managing the wealth puzzle
Leadership
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OUR STORY

The Tolleson family had a need for sophisticated personal financial management with someone who would have only the best interests of the family in mind. They succeeded in creating a highly effective family office operation. Having experienced the benefits, they wanted other families to benefit as well- being free to pursue the life they desire, confident that their wealth is in the best of hands.

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OUR MISSION

The staff of your family office must be more than independent advisors; they must be advocates and stewards of your resources. At Tolleson Wealth Management, your interests are our best interest.

Tolleson Wealth Management seeks to assemble the best possible group of service providers for your unique situation and oversee their work on your behalf. As your family office, our allegiance is undivided.

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OUR SERVICE

It is reasonable to expect that, as a person of substantial wealth, you should receive a level of personal service somewhat beyond the norm.

Sadly, we have found that such service is hard to come by in today's world. We have taken it upon ourselves to proudly carry the torch of classic, individualized service.

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Tolleson Wealth Management Investment products are not FDIC insured, may lose value and are not bank guaranteed.
Tolleson Private Bank, Member FDIC. Equal Housing Lender
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