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 Team at Tolleson Wealth Management is dedicated to providing personalized financial guidance and strategic wealth management solutions to high-net-worth clients. This team collaborates closely with clients to understand their unique goals and family values, ensuring tailored services in investment management, estate planning, and philanthropy. Through thoughtful analysis and proactive client support, the team aims to simplify complex financial situations and enhance the overall well-being of the families they serve.

Client Advisory Team

Leadership Team

Operations and Compliance

Client Advisory Team

About

Team members

Other teams at Tolleson Wealth Management

Leadership Team

Operations and Compliance