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Tolleson Wealth Management Overview
Type
Multi Family Office
Year Founded
1997
General Information
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.
Contact Information
Website:
https://www.tollesonwealth.com/
Year Founded:
1997
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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