Tolleson Wealth Management is a multi-family office providing comprehensive family office services to help wealthy individuals and their families navigate financial complexities.

Tolleson Wealth Management

Tolleson Private Bank

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VP of Treasury and Digital Solutions

Adam Chafin

Chief Financial Officer

Andrea Hulcy

Trust Administrative Officer

Blair Blackburn Fetrow

Chief Executive Officer

Carter Tolleson

Chief Investment Officer, Co-Founder

Eric W. Bennett

President

Richard Joyner

Rick Lafitte

Chief Experience Officer

Royce Ramey

SVP, Compliance & Community Development

Alta Mantsch

Chief Fiduciary Officer

Christine Finn

John C. Tolleson

Founder and Chairman

Banking Companies With Fewer Than 1000 Employees (Top 10K)

Dallas Companies With More Than $1M in Revenue

Texas Companies With Less Than $1B in Revenue (Top 10K)

Texas Companies With More Than 100 Employees (Top 10K)

Tolleson Wealth Management is a consulting company that provides banking, bookkeeping and investment services.

Dallas

Texas

United States

North America

Aleta Stampley

Diego Lopez on LinkedIn: I am grateful to have accepted an offer to join Tolleson Wealth Management… | 31 comments

Tolleson Wealth Management veteran tapped as DFW market president at Northern Trust - Dallas Business Journal

Venturity Promotes Deanna Walker to CEO, Chris McKee Named Chairman

We build and manage personalized investment portfolios, focusing on long-term goals and diversified strategies, including public and private investments.

We provide banking services, including customized deposit solutions, checking, money market accounts, and specialty lending, to support personal and business needs.

We create and implement estate plans to minimize taxes and maximize benefits for future generations and charitable enterprises.

We offer sophisticated tax planning strategies, including entity structure planning, asset protection, and individual and fiduciary tax return coordination.

We provide corporate trustee and estate settlement services, ensuring the execution of trust strategies and day-to-day administration of trusts or estates.

We offer comprehensive financial reporting and bill pay services, including budgeting, cash flow summaries, and general ledger preparation for tax accounting.

Philippines

Asia

India

Colombia

South America

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news impact assignment basic	general
public peers	general	Sep 24, 2024 3:47 PM	f68044c4
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news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 24, 2024 3:47 PM	5fd9ca8d
crunchbase trigger	general	Nov 18, 2024 2:12 PM	7f057e25
crunchbase profile	general	Nov 18, 2024 4:39 PM	d55a6b6e
li profile	general
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peers	general	Sep 24, 2024 3:47 PM	08c8b674
news basic	general	Sep 24, 2024 3:47 PM	5a49b103
bundesanzeiger	filings
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financials download nd	financials
private financials	financials

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Tolleson Wealth Management