Tolleson Wealth Management

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Tolleson Wealth Management Company Profile

Private and family led, Tolleson Wealth Management takes care of all things financial for clients and their families. With a commitment to excellence, the team offers a comprehensive suite of family office services including investment management, estate planning, private trust, philanthropy, family engagement, and private banking. Proudly based in Dallas, Texas, for more than 25 years, Tolleson deploys a collaborative approach that goes beyond traditional wealth management to help nurture a legacy of prosperity and fulfillment for generations to come. Tolleson Private Bank, Member FDIC.