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Tolleson Private Wealth Management

Multifamily office listing in Dallas, Texas, United States.

  • SEC-registered
Regulatory AUM
$9.3 billion
Employees
93
Clients
101-250
SEC CRD
111838

Tolleson Wealth Management is a Dallas-based multi-family office serving families with significant wealth through integrated financial services.1

Overview

Tolleson brings investment, planning, banking, trust, reporting, and family engagement capabilities together for families managing complex financial lives.15

History

John C. Tolleson opened a family office for his family’s needs in 1997. In 2000, the firm began serving similar families and became a multi-family office. Tolleson formed Tolleson Private Bank in 2003, activated a trust charter in 2006, added philanthropy and foundation services in 2014, and established Tolleson Trust Company in 2026.239101113

Tolleson Private Wealth Management’s Form ADV identifies the firm as registered with the U.S. Securities and Exchange Commission under SEC file number 801-57641 and CRD number 111838.12

Timeline

  1. 1997Tolleson opened a family office for his family’s needs in 1997.
  2. 2000In 2000, the firm began serving similar families and became a multi-family office.
  3. 2003Tolleson formed Tolleson Private Bank in 2003, activated a trust charter in 2006, added philanthropy and foundation services in 2014, and established Tolleson Trust Company in 2026.

Leadership

John C. Tolleson is Executive Chairman and founder. J. Carter Tolleson is Chief Executive Officer, and Pete Chilian is President and Chief Investment Officer. Greg Hall and Josh Coury are Senior Managing Directors on the Client Advisory Team.7815

Services

Tolleson provides investment management, estate planning, philanthropy, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and family engagement.4

Its investment management offering uses customized strategies designed to preserve and grow wealth across generations. Private banking provides customized solutions for personal and business financial needs.1617

Through Tolleson Trust Company, the firm provides trustee and estate settlement services, including trust administration, estate settlement, and carrying out family intentions.18

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Trust and fiduciary
  • Philanthropy
  • Administration and bill pay

Client Focus

Tolleson says it works with families across family legacy assets, financial assets, real estate assets, philanthropic assets, and operating businesses.6

Approach

The firm describes its approach as integrated, bringing multidisciplinary capabilities together to coordinate advice for families. Tolleson also describes its purpose as listening carefully, thinking long term, and putting people first while helping families bring clarity to complex financial decisions.514

By the numbers

Regulatory AUM by year$0K$2.5B$5.1B$7.6B$10.2B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111838. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$4.5 billion$4.4 billion$129 million
2017$4.9 billion$4.7 billion$178 million
2018$5.6 billion$5.4 billion$194 million
2019$5.6 billion$5.4 billion$124 million
2020$6.6 billion$6.5 billion$120 million
2021$6.9 billion$6.6 billion$273 million
2022$8.2 billion$7.8 billion$426 million
2023$7.6 billion$7.4 billion$169 million
2025$8.8 billion$8.5 billion$257 million
2026$9.3 billion$9.1 billion$153 million
Average AUM per client by year$0K$11M$23M$34M$45M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111838. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$31 million
2019$31 million
2020$34 million
2021$35 million
2022$37 million
2023$33 million
2025$39 million
2026$41 million
Clients by type (2026)High net worth individuals201Pooled investment vehicles21Banking institutions1Charities1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111838. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals<5
High net worth individuals201
Banking institutions1
Pooled investment vehicles21
Pension plans<5
Charities1
Government entities<5
Other advisers<5
Insurance companies<5
Sovereign wealth funds<5
Corporations<5
Employees by year034671011342016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111838. As of .
Employees reported on Form ADV
YearEmployees
201658
201769
201876
201983
202087
202185
202296
2023122
2025102
202693

Ranks #1 of 17 SEC-registered firms in TX on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 111838. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

When did Tolleson Wealth Management become a multi-family office?

Tolleson began serving families beyond the founder’s family in 2000 and became a multi-family office at that time.3

What services does Tolleson provide?

Its services include investment management, estate planning, philanthropy, tax planning and strategy, private banking, trust and estate settlement, financial reporting and bill pay, and family engagement.4

Who leads Tolleson Wealth Management?

John C. Tolleson is Executive Chairman and founder, J. Carter Tolleson is Chief Executive Officer, and Pete Chilian is President and Chief Investment Officer.78

  • LocationMultifamily offices in Dallas

    This Dallas directory helps families compare multi-family office options in the region. It gives a reader considering Tolleson a broader view of local providers, service mixes, and wealth needs related to investment management, tax planning, trusts, philanthropy, and administration.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain-language guides on wills, trusts, beneficiary choices, and other estate planning topics. Families considering Tolleson's estate, trust, and fiduciary services can use these materials to clarify questions before discussing intergenerational transfers, business ownership, or plans for preserving family wealth.

  • Network siteFamilyOffices.com

    FamilyOffices.com shares resources and a community for single-family offices and wealthy families. Its articles can help a Dallas family or business owner understand family office responsibilities, governance, investment oversight, and philanthropic planning when evaluating the range of services offered by a multi-family office.

  • GuideMFO fee models compared

    The MFO fee models comparison explains common ways multi-family offices charge for services and how pricing structures may differ. A prospective client can use it to prepare questions about investment management, tax work, bill pay, fiduciary services, and the relationship between fees and requested services.

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    Profiles of Acropolis Capital Partners, Benzer Capital, and Corps Capital Advisors, LLC give readers additional firms to review on this site. Comparing their stated services, locations, and client focus with Tolleson's Dallas-based offering can help a family or business owner organize questions for initial conversations.

Sources

  1. Tolleson Wealth Management
  2. Our Story
  3. Our Story
  4. Tolleson Wealth Management
  5. Our Story
  6. Tolleson Wealth Management
  7. Leadership Team
  8. Leadership Team
  9. Our Story
  10. Our Story
  11. Our Story
  12. Form ADV, Tolleson Private Wealth Management
  13. Our Story
  14. Our Story
  15. Leadership Team
  16. Tolleson Wealth Management
  17. Tolleson Wealth Management
  18. Tolleson Wealth Management

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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