Tolleson Wealth Management

Also known as Tolleson Private Wealth Management

Multi Family Office (MFO)Dallas, United StatesFounded 2000
$8.0B
Assets Under Management
Dallas
Headquarters

About Tolleson Wealth Management

Tolleson Wealth Management is a multi-family office based in Dallas, Texas. Established in 2000, the private firm specializes in the wealth management, trust, and private banking needs of wealthy individuals. The firm serves families both regionally and abroad. What started as a single-family office built to serve the needs of the Tolleson family became a comprehensive solution for other families. Over time, our services developed to better address your growing needs. The firm also provides personal and business banking services through Tolleson Private Bank.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionHedge FundInfrastructure - GeneralReal Assets & Natural Resources - GeneralReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRestaurants & BarsRetirement PlanningTravel Accommodations & TourismTrust ManagementWealth & Estate PlanningInvestment Banking & Brokerage FinanceFinancial ServicesHigh-Level SectorsTourism & HospitalityTraditional Investments (Liquid Assets)Banking

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States

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Frequently asked questions

What type of investor is Tolleson Wealth Management?

Tolleson Wealth Management is a multi family office (mfo) based in Dallas, United States, managing approximately $8.0B in assets.

Where is Tolleson Wealth Management headquartered?

Tolleson Wealth Management is headquartered in Dallas, United States.

How much does Tolleson Wealth Management manage?

Tolleson Wealth Management manages approximately $8.0B in assets under management.

When was Tolleson Wealth Management founded?

Tolleson Wealth Management was founded in 2000.

What does Tolleson Wealth Management invest in?

Tolleson Wealth Management focuses on Buyout, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General, Real Assets & Natural Resources - General, Real Estate - General, Venture Capital.

How can I contact Tolleson Wealth Management?

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