Tolleson Wealth Management
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
5550 Preston Rd, Dallas, Texas, 75205, U...Phone Number
(214) 252-3033Website
www.tollesonwealth.comRevenue
$61.1 MillionIndustry
ZI Rank: 4
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About Tolleson Wealth Management
Tolleson Wealth Management is a family-run financial services firm established in 1997, dedicated to simplifying the financial lives of wealthy individuals and their families. They offer a comprehensive suite of services including investment management, estate planning, tax strategy, private banking, and philanthropy. The firm aims to address the unique complexities faced by affluent families, providing tailored solutions that align with their values and long-term goals. With a focus on family engagement and legacy, Tolleson Wealth Management partners with clients to navigate financial opportunities and challenges.Explore more
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Tolleson Wealth Management Tech Stack
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Tolleson Wealth Management News & Media
Global Digital Agency PMG Names New Chief People Officer - D Magazine
Plus, Tolleson Wealth Management adds directors, Avocados From Mexico promotes two, CallisonRTKL expands its design team, and more.Tyler Technologies Appoints COO and VP to Lead Cloud Strategy Team
Plus, Tolleson Wealth Management appoints a CFO, JPI names divisional president and managing partner, and other DFW executive personnel moves.Tolleson Wealth Management Names Rick Lafitte as New President of Tolleson Private Bank
DALLAS, April 2, 2019 /PRNewswire/ -- Tolleson Wealth Management is pleased to announce the hire of Rick Lafitte to serve as president of Tolleson Private Bank. In this role, Lafitte brings 35 years of experience in banking and financial services to the Tolleson Wealth Management family....State housing agency enters $12 million loan syndication to offer qualified homebuyers low-cost assistance
AUSTIN, Texas, Oct. 15, 2018 /PRNewswire/ -- KEY POINTS Loan syndication is for $12 million Funding to help with down payment, closing costs Building on the first public-private partnerships in single-family housing finance Syndication loan unlocks additional funds for qualified...
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Tolleson Wealth Management is a family-run financial services firm established in 1997, dedicated to simplifying the financial lives of wealthy individuals and their families. They offer a comprehensive suite of services including investment management, estate planning, tax strategy, private banking, and philanthropy. The firm aims to address the u... Read More
