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About Tolleson Wealth Management
Tolleson Wealth Management is a financial advisory company that caters to a select group of clients with significant wealth. Tolleson aims to simplify its clients' financial lives while reflecting their family values by offering a wide range of services, including investment management, trustee services, philanthropy, and private banking.
With a strong emphasis on passion and purpose, this firm has cultivated a workplace where its team members unite under a unique purpose and support each other in fostering the well-being of both clients and colleagues. Acting as partners for their clients, they strive to meet the needs of every financial situation and function as a family office.
The company's approach to business is focused on long-term growth and sustainability. They have invested thoughtfully and carefully in the infrastructure of their operations, ensuring that their management and senior leadership teams possess considerable depth of knowledge and expertise.
To provide seamless integration, extensive knowledge, and efficient coordination, Tolleson Wealth Management creates multi-disciplinary teams led by primary advisors who are supported by advisory staff. Notably, the company's advisors are not motivated by sales commissions or portfolio performance incentives; instead, they prioritize serving their clients' needs rather than pushing sales.
Overall, Tolleson Wealth Management prides itself on its objective approach to financial advisory services. By combining comprehensive wealth management solutions with a commitment to client-centricity, the company aims to help its affluent clientele achieve their financial goals while upholding their values.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Trustee Services
- Philanthropy
- Private Banking
More about Tolleson Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 111838 | 89 |
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