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/.


Consulting

Investment Management

Tolleson Wealth Management

Carter Tolleson

Janel Buehler

Alta Mantsch

Eric W. Bennett

Andrea Hulcy

Owen Smith

Greg Hall

Christine Finn

John Scheibe

Justin Thompson

Jennifer Kirksey

The Client Advisory and Support team at Tolleson Wealth Management is dedicated to delivering personalized financial strategies and solutions tailored to the unique needs of each client. This team collaborates closely with clients to provide comprehensive investment advice, tax strategies, and support services, ensuring a seamless experience that aligns with their wealth management goals and family values. By leveraging their expertise, they empower clients to navigate complex financial landscapes and achieve long-term stability and growth.

Client Advisory and Support

Client Advisory Team

Leadership Team

Operations and Compliance

Client Advisory and Support

About

Team members

Other teams at Tolleson Wealth Management

Client Advisory Team

Leadership Team

Operations and Compliance