# Tolleson Wealth Management

Tolleson Wealth Management is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1997
- **Assets under management:** 9.05B (Altss estimate)
- **Website:** tollesonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tolleson-wealth-management

## About

Tolleson Wealth Management was founded in 1997 by John Tolleson after he realized gains from First USA. Carter Tolleson, his son, serves as CEO. The firm started as a single-family office and transitioned to a multi-family platform that now advises multiple client families across generations. The firm allocates across private equity, real estate, private credit, hedge funds, and secondaries. It maintains a direct co-investment program and participates in fund commitments. Confirmed holdings include OpenAI through its co-investment platform as well as On the Road Lending. Public equity exposure includes large ETF holdings such as LRGF and INTF. The geographic footprint centers on North America with pipeline interest in Europe and Asia. Tolleson employs professionals across investment, banking, and family office services. It operates offices in Dallas and University Park. Adjacent vehicles include the Tolleson Family Foundation and Prairie Creek Partners Charitable Foundation. In February 2025 the firm appointed Peter Chilian, a JPMorgan veteran, as president. Tolleson integrates private banking and trust services directly with investment management rather than outsourcing these functions. This structure allows coordinated advice on liquidity, tax, and governance for client families that maintain multi-generational wealth.

## Sectors

- Private Equity
- Real Estate
- Private Credit
- Hedge Funds
- ClimateTech
- Energy Transition & Renewables

## Offices

- University Park, TX, United States

## People

- John Tolleson — Founder and Executive Chairman
- Carter Tolleson — CEO
- Peter Chilian — President and Chief Investment Officer

## Questions

### Who runs investment decisions at Tolleson Wealth Management?

Peter Chilian serves as president and chief investment officer. Carter Tolleson is CEO. John Tolleson remains founder and executive chairman.

### How does Tolleson Wealth Management source proprietary deal flow?

The firm maintains an internal direct deal program focused on venture and growth equity. It also participates in co-investments alongside external managers.

### What investment stages does Tolleson Wealth Management typically target?

The firm targets seed, Series A, Series B, and growth stages in addition to later-stage private equity and real estate.

### Does Tolleson Wealth Management maintain philanthropic structures?

Yes. The Tolleson Family Foundation and Prairie Creek Partners Charitable Foundation handle grantmaking focused on education, arts, health, and Texas community development.

### What is Tolleson Wealth Management's known posture on co-investments alongside external GPs?

The firm runs an active direct co-investment program and has executed deals in aerospace, technology, and financial services alongside other limited partners.

## Related profiles

- [SACE](https://altss.com/profile/sace)
- [Cordusio Fiduciaria](https://altss.com/profile/cordusio-fiduciaria)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/tolleson-wealth-management

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