Tolleson Wealth Management

Overview

TOLLESON PRIVATE WEALTH MANAGEMENT is an SEC-registered investment advisory firm located in Dallas, Texas, serving wealthy families with complex financial affairs.²⁴

History

The firm began in 1997 as a family office for John Tolleson’s family.³ In 2000, it began serving additional families as a multi-family office.³ Tolleson Private Bank was formed in 2003.³ A trust charter was activated in 2006, enabling trust services.³ Philanthropy and foundation services were added in 2014.³ The firm opened a second Dallas location and bank branch in 2023.³ Tolleson Trust Company was established in 2026.³

Timeline

1. 1997The firm began in 1997 as a family office for John Tolleson’s family.
2. 2000In 2000, it began serving additional families as a multi-family office.
3. 2003Tolleson Private Bank was formed in 2003.
4. 2006A trust charter was activated in 2006, enabling trust services.
5. 2014Philanthropy and foundation services were added in 2014.
6. 2023The firm opened a second Dallas location and bank branch in 2023.
7. 2026Tolleson Trust Company was established in 2026.

Leadership

John C. Tolleson is Executive Chairman.⁵ J. Carter Tolleson is Chief Executive Officer.⁵ Pete Chilian is President and Chief Investment Officer.⁵ Greg Hall and Josh Coury are Senior Managing Directors on the Client Advisory Team.⁵ Andrea Hulcy is Chief Financial Officer.⁵ Courtney Pregler is Chief Compliance Officer.⁵ Owen Smith is Chief Operating Officer and Chief Technology Officer.⁵ Tracy E. Fulton is President of Tolleson Private Bank.⁵ Christine M. Finn is President of Tolleson Trust Company and General Counsel.⁵

Services

Published integrated services include tax planning and strategy, investment management, banking, estate planning, financial reporting, bill pay, and family engagement.⁴ Form ADV lists financial planning, tax planning and facilitation, bookkeeping, bill pay, cash management, estate planning, philanthropy advisory, family engagement, and other services for high-net-worth clients.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Administration and bill pay

Client focus

The firm serves wealthy families with complex financial affairs, including family enterprise, legacy assets, financial assets, real estate assets, philanthropic assets, and operating businesses.⁴

Investment philosophy and approach

Tolleson describes its investment philosophy as process-led, selective, team-based, deeply diligenced, and aligned with long-term objectives.⁶ Its stated principles are to listen carefully, think long term, and put people first.³ Published values are service, excellence, teamwork, integrity, and curiosity.³

FAQs

Related resources

• LocationMultifamily offices in Dallas

  Use this Dallas directory to compare firms that serve wealthy families and business owners in the region. It can help a reader place Tolleson's investment management, planning, tax, estate, philanthropy, administration, and bill pay services within the local multifamily office market.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A family considering Tolleson's estate and tax planning services can use these materials to identify discussion topics and prepare questions about coordinating wealth, charitable giving, and future transfers.

• GuideHow to choose a multifamily office

  This guide outlines practical factors for selecting a multifamily office, including service scope, client fit, and planning needs. A Dallas family or business owner can use it to assess whether an advisory relationship should include investment management alongside financial, tax, estate, philanthropy, and administrative support.

• GuideQuestions to ask a multifamily office

  These suggested questions help a prospective client structure introductory conversations with a multifamily office. They can prompt discussion of Tolleson's SEC registration, formation in 2000, Dallas location, investment approach, planning services, philanthropy work, and administration or bill pay responsibilities.

• Similar firmsAcropolis Capital Partners
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  Review profiles of Acropolis Capital Partners, Legacy Knight MFO, LLC, and Benzer Capital to compare how other firms describe their services and client focus. The comparison may help a reader refine questions about investment management, planning, family support, and administrative services when evaluating Tolleson.

Sources

1. SEC Form ADV , accessed July 17, 2026.
2. Tolleson Part 2A of Form ADV , accessed 2026-01.
3. Our Story , accessed October 23, 2026.
4. Tolleson Private Wealth Management , accessed October 23, 2026.
5. Leadership Team , accessed October 23, 2026.
6. Investment process , accessed June 15, 2026.

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.