Tolleson Wealth Management

www.tollesonwealth.com

Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.

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Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.

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Country

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State

Texas

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City (Headquarters)

Dallas

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Founded

2000

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Compliance Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Philanthropy and Family Engagement

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , Client Advisory Team at Tolleson Wealth Management

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Wealth Operations

    Email ****** @****.com
    Phone (***) ****-****

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