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 Operations and Compliance team at Tolleson Wealth Management ensures the seamless functioning of internal processes while upholding regulatory standards and best practices. This team oversees risk management, fosters adherence to compliance regulations, and enhances organizational efficiency through strategic resource management and technology support. By focusing on operational integrity and compliance, they play a critical role in safeguarding the firm’s reputation and enabling the delivery of exceptional services to clients.

Operations and Compliance

Client Advisory Team

Leadership Team

Operations and Compliance

About

Team members

Other teams at Tolleson Wealth Management

Client Advisory Team

Leadership Team