Tolleson Wealth Management

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Tolleson Wealth Management Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Dallas, TX, United States

Portfolio & Notable Allocations

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