October 20, 2016 6:56 PM ET

Professional Services

Company Overview of Tolleson Wealth Management, Inc.

Company Overview

Tolleson Wealth Management, Inc. offers financial advisory and wealth management services. The firm provides investment, diversification, hedging, and derivative strategies; private equity and venture capital investment analysis; and private investment negotiation services. Its financial planning services include estate, gift and trust, charitable and private foundation, and financial legacy planning. Additionally, the firm offers private banking and trusts, risk management, tax planning, and bookkeeping services. Tolleson Wealth Management, Inc. was founded in 1997 and is based in Dallas, Texas.

5500 Preston Road

Suite 250

Dallas, TX 75205-2699

United States

Founded in 1997



Key Executives for Tolleson Wealth Management, Inc.

Chairman, Chief Executive Officer, and Member of Executive Committee
Age: 67
Chief Financial Officer
President of Private Wealth Management, Director, Member of Executive Committee, and Member of Investment Committee
Managing Director of Client Advisory Team
Managing Director of Client Advisory Team
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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