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OUR STORY

The Tolleson family had a need for sophisticated personal financial management with zero conflicts of interest- 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.

TWM seeks to assemble the best possible group of service providers for your unique situation and oversee their work on your behalf. We do not take commissions or receive referrals fees from third parties. 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.

TOLLESON WEALTH MANAGEMENT

5500 Preston Road, Suite 250
Dallas, Texas 75205

Phone: 214-252-3250
Email: contactus@tollesonwealth.com
Office Hours: 8:00 a.m. - 5:00 p.m.

TOLLESON PRIVATE BANK

5550 Preston Road, Suite B
Dallas, Texas 75205

Phone: 214-252-3033
Email: contactus@tollesonwealth.com
Bank Lobby Hours: 9:00 a.m. - 4:00 p.m.

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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
© 2012 Tolleson Wealth Management. All rights reserved.