Tolleson Wealth Management
Tolleson Wealth Management is a multi-family office headquartered in Dallas. Founded in 1997 after John Tolleson monetized his stake in credit-card issuer First USA, the firm evolved from a single-family entity to serve multiple affluent families.
Tolleson Wealth Management
Tolleson Wealth Management is a multi-family office headquartered in Dallas. Founded in 1997 after John Tolleson monetized his stake in credit-card issuer First USA, the firm evolved from a single-family entity to serve multiple affluent families. It integrates investment advisory, private banking, trust, tax, and family governance capabilities under one roof—advising client families across generations.
General information
Firm type
Multi Family Office
Year founded
1997
AUM
—
Location
Region
North America
Country
—
City
Dallas
Corporate office
—
Frequently asked questions
What is Tolleson Wealth Management?
Tolleson Wealth Management is a multi family office headquartered in Dallas.
When was Tolleson Wealth Management founded?
Tolleson Wealth Management was founded in 1997.
Where is Tolleson Wealth Management headquartered?
Tolleson Wealth Management is headquartered in Dallas, in the North America region.
What does Altss track for Tolleson Wealth Management?
Altss maintains an OSINT-verified profile of Tolleson Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Tolleson Wealth Management's website?
Tolleson Wealth Management's public website is www.tollesonwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Tolleson Wealth Management?
Tolleson Wealth Management is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Tolleson Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Tolleson Wealth Management?
Tolleson Wealth Management's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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