Dallas, Texas, December 5, 2025
Tolleson Wealth Management marks a significant milestone, celebrating 25 years in Dallas as a trusted wealth management provider. Founded by John Tolleson, the firm evolved from managing its family’s finances to catering to affluent families more broadly, now overseeing over $9 billion in assets. Under CEO Carter Tolleson’s leadership, the firm embraces a servant leadership approach and anticipates wealth transfer opportunities while emphasizing community involvement and philanthropic efforts.
Tolleson Wealth Management Celebrates 25 Years of Service in Dallas
A Commitment to Wealth and Legacy Management
Dallas, Texas – Carter Tolleson, CEO of Tolleson Wealth Management, has recently highlighted the firm’s 25-year journey, underscoring its evolution from a single-family office to a full-service wealth management provider catering to affluent families. Founded in 1997 by John Tolleson, the firm initially focused on managing the financial needs of the Tolleson family, yet has expanded significantly, now offering a comprehensive suite of services to other wealthy families as well.
With a robust team of 200 professionals and over $9 billion in assets under management, Tolleson Wealth Management operates from two Dallas offices. A significant aspect of the firm’s growth was the appointment of Pete Chilian as President and Chief Investment Officer, reflecting a strong commitment to succession planning and long-term stability.
Emphasizing a Servant Leadership Approach
Under Carter Tolleson’s stewardship, the firm has embraced a servant leadership model, prioritizing purpose-driven leadership and active listening. This approach creates an environment where team members can thrive, fostering a culture rooted in shared ownership and agility. This internal culture strengthens the firm’s ability to react and adapt to the ever-evolving needs of its clients.
Anticipating Wealth Transfer Opportunities
As the firm looks to the future, Tolleson identifies the rapid transfer of wealth occurring across the country as a significant opportunity. With technology continuously advancing, there is a determined focus on balancing these innovations with personal relationships, ensuring that the human touch remains at the forefront of their wealth management strategy.
A Comprehensive Family Office Model
For multi-millionaire families, particularly those with significant assets of $20 million or more, Tolleson Wealth Management presents an expansive family office model. This integrated approach simplifies complex financial affairs and prepares future generations to responsibly manage their substantial wealth. This model encompasses private banking, trust management, philanthropy, and comprehensive wealth advisory services—all working synergistically under one roof.
Commitment to Community and Philanthropy
The firm’s dedication to community involvement is notable. Tolleson Wealth Management actively supports various Dallas cultural and arts organizations while participating in philanthropic initiatives that align with its clients’ values. This local engagement complements its holistic approach to wealth management, reinforcing the importance of social responsibility.
Legacy and Future Focus
As Tolleson Wealth Management celebrates its two and a half decades of service, continued evolution is paramount. The firm is committed to intentionally growing and modernizing key service areas, while curating unique experiences that allow clients to delve deep into their legacy, purpose, and philanthropic pursuits. Through these efforts, it remains dedicated to enhancing the lives of those it serves across generations.
For more insights into the services offered by Tolleson Wealth Management, prospective clients and interested parties are encouraged to visit the firm’s website or reach out to their offices in Dallas.
Key Features of Tolleson Wealth Management
| Feature | Description |
|---|---|
| Founded | 1997 by John Tolleson |
| Employees | 200 professionals |
| Assets Under Management | Over $9 billion |
| Service Type | Comprehensive wealth management for affluent families |
| Client Asset Threshold | $20 million or more for family office services |
| Community Engagement | Support for Dallas cultural organizations and philanthropic initiatives |
FAQ
What is Tolleson Wealth Management?
Tolleson Wealth Management is a wealth management firm based in Dallas, Texas, primarily serving affluent families with significant assets.
When was Tolleson Wealth Management founded?
Tolleson Wealth Management was founded in 1997.
What services does Tolleson Wealth Management offer?
The firm offers a comprehensive range of services including investment management, private banking, trust management, and philanthropy.
Who is the CEO of Tolleson Wealth Management?
Carter Tolleson is the current CEO of Tolleson Wealth Management.
What is the asset threshold for Tolleson’s family office model?
The family office model is designed for families with assets of $20 million or more.
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