Tolleson Wealth Management

Tolleson Wealth Management

Multi-family office providing wealth management services

About Tolleson Wealth Management

Simplify's Rating
Why Tolleson Wealth Management is rated
B-
Rated C on Competitive Edge
Rated B on Growth Potential
Rated B on Differentiation

Industries

Social Impact

Financial Services

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2000

Overview

Tolleson Wealth Management provides a variety of wealth management services tailored for affluent families. Their offerings include investment management, trustee services, philanthropy, and private banking, all designed to simplify the financial lives of their clients while aligning with their family values. The company fosters a collaborative workplace where team members are encouraged to support each other and focus on the well-being of both clients and colleagues. Unlike many competitors, Tolleson emphasizes a personalized approach to wealth management, ensuring that each service reflects the unique needs and values of their clients. The goal of Tolleson Wealth Management is to enhance the financial well-being of their clients while maintaining a strong commitment to their values.

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Simplify's Take

What believers are saying

  • Tolleson's focus on sustainable investing aligns with growing high-net-worth client interests.
  • The rise of digital wealth platforms offers Tolleson opportunities to enhance client experiences.
  • Family offices' interest in direct investments could boost Tolleson's investment services growth.

What critics are saying

  • Increased competition from larger institutions like JPMorgan may challenge Tolleson's market position.
  • Potential overexposure to tech stocks could be risky if the sector faces a downturn.
  • Strategic shifts from new leadership may unsettle clients used to previous management.

What makes Tolleson Wealth Management unique

  • Tolleson offers a unique blend of investment, trustee, and private banking services.
  • The firm is recognized for its strong philanthropic initiatives and community partnerships.
  • Tolleson is a multi-family office serving clients with substantial wealth, enhancing personalized service.

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Benefits

Professional Development Budget

Company News

Bizjournals
Feb 19th, 2025
One of Dallas' largest wealth managers taps JPMorgan veteran as president

Dallas-based Tolleson announced Feb. 18 the appointment of Pete Chilian as president and chief investment officer.

ETF Daily News
Dec 9th, 2023
Tolleson Wealth Management Inc. Makes New $932,000 Investment in Alphabet Inc. (NASDAQ:GOOGL)

Tolleson Wealth Management Inc. makes new $932,000 investment in Alphabet Inc. (NASDAQ:GOOGL).

Tolleson Wealth Management
Nov 21st, 2023
Tolleson Named a 2023 Top Wealth Manager by D Magazine

Tolleson named a 2023 top wealth manager by D magazine.

Business Wire
Sep 6th, 2023
On the Road Lending Announces $500,000 Funding From Tolleson Wealth Management

On the Road Lending announces $500,000 funding from Tolleson Wealth Management.

Tolleson Wealth Management
Dec 22nd, 2022
Tolleson Wealth Management Ranked as #2 Dallas-Fort Worth Area Wealth Management Firm by Dallas Business Journal

Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms.

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