Tolleson Private Wealth Management

5500 Preston Road
Dallas, TX 75205

Website: tollesonwealth.com

Firm Size

  • Assets Under Management (AUM):$5.2 Billion
  • Number of Funds:20
  • Employees:116
  • Firm Type:Private Equity
  • Focus Areas: Services


Description

Tolleson Private Wealth Management is a financial advisory firm based in Dallas, Texas. The company specializes in providing comprehensive wealth management services to high-net-worth individuals, families, and institutional clients. With a team of experienced professionals, Tolleson offers customized strategies to help clients achieve their financial goals and preserve their wealth. The firm's approach to wealth management is centered around personalized attention and a deep understanding of each client's unique needs and objectives. They provide a wide range of services, including investment management, financial planning, tax planning, estate planning, and philanthropic advisory. By working closely with clients, Tolleson aims to create holistic wealth solutions that address all aspects of their financial lives. Tolleson prides itself on its fiduciary responsibility, putting clients' interests first and ensuring transparency in all financial matters. Their investment philosophy focuses on a disciplined and diversified approach, combining both traditional and alternative investment strategies to maximize returns and manage risk. The firm also offers access to a wealth of research, resources, and network of specialized professionals to provide comprehensive financial solutions. Additionally, Tolleson has a dedicated team of experts in the areas of tax and estate planning. With in-depth knowledge of tax laws and financial regulations, they help clients optimize their tax strategies and create comprehensive estate plans to protect and transfer wealth efficiently. Overall, Tolleson Private Wealth Management caters to individuals and families seeking sophisticated wealth management solutions in the Dallas, Texas area. With a client-focused approach and a range of comprehensive services, they strive to empower clients in achieving their financial goals and preserving their wealth for generations to come.