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 Wealth Management and Client Advisory team at Tolleson Wealth Management specializes in providing personalized financial guidance to high-net-worth clients. They offer tailored investment strategies, philanthropic advisory services, and comprehensive financial planning to align with clients' values and aspirations. This collaborative team ensures a seamless and proactive approach to managing wealth, fostering lasting relationships, and enhancing the overall client experience.

Wealth Management and Client Advisory

Client Advisory Team

Leadership Team

Operations and Compliance

Wealth Management and Client Advisory

About

Team members

Other teams at Tolleson Wealth Management

Client Advisory Team

Leadership Team

Operations and Compliance