Tolleson Wealth Management
Integrated wealth management and family office services for affluent families
Highlights
- New on EvolcAdded 2026-11-14
About Tolleson Wealth Management
Tolleson Wealth Management provides integrated family office services, including investment management, tax planning, estate planning, private banking, philanthropy, trust administration, financial reporting and bill pay, and family engagement.
The firm serves families with complex wealth through coordinated financial advice and planning. It began as the Tolleson family’s office in 1997 and expanded to serve other families in 2000; its history also notes a second Dallas location and bank branch opened in 2023.
Product: Integrated family office services covering wealth management, banking, planning, trust administration, philanthropy, and financial administration.
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.