Tolleson Wealth Management
A Multi-family Office for All Things Financial.
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Latest posts
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When Health Decisions Affect the Whole Family
Many families spend years planning for the transfer of wealth. Far fewer spend time planning for the transition of responsibility. Discussions about health, aging, and future decision-making rarely feel urgent until circumstances force them to be. Yet some of the most successful…
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Tolleson Recognized as a D Magazine Top Wealth Manager for 12 Consecutive Years
Tolleson Wealth Management has been named a D Magazine Top Wealth Manager for 2026, marking the 12th consecutive year the firm has received the recognition. Each year, D Magazine evaluates wealth management firms and teams across North Texas through a rigorous review process…
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Investment Insights: Private Equity
Private markets continue to evolve alongside broader market and economic trends. A recent conversation featuring Investment Directors Pallavi Srivastava, Peter Baldwin, and Peter Suberlak offered important perspectives shaping this space. The post Investment Insights: Private…
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Investing in Purpose: Aligning Capital with the Problems We Want to Solve
What matters most to your family? What challenges concern you? What opportunities inspire you? For many families, the answers to these questions influence not only their philanthropy, but also how they think about investing. Some of the most meaningful investment conversations…
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Tolleson Hosts Dallas Regional Chamber Executive Women’s Roundtable
Tolleson Wealth Management recently hosted the Dallas Regional Chamber’s Executive Women’s Roundtable with an event titled Beyond Wealth: Creating Your Exit Strategy and Protecting Your Legacy. The gathering brought together its members and community leaders for a discussion on…
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Liz Lean Promoted to Managing Director and Head of Tax Strategy
Tolleson Wealth Management is pleased to announce the promotion of Liz Lean, CPA, to Managing Director and Head of Tax Strategy. Since joining Tolleson in 2021, Liz has helped strengthen the firm’s tax advisory capabilities and support clients through complex planning needs.…
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Trump Accounts Under IRC §530A: A New Tool for Multigenerational Wealth Planning
The One Big Beautiful Bill Act introduced a new tax-advantaged savings vehicle under IRC §530A, commonly referred to as a “Trump Account.” While the government’s $1,000 seed contribution has generated significant attention, these accounts may also provide a straightforward,…
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Mark Foxworth Named Chief Credit Officer of Tolleson Private Bank
Tolleson Wealth Management is pleased to announce the promotion of Mark Foxworth to Chief Credit Officer of Tolleson Private Bank. The role reflects Mark’s leadership and responsibility for overseeing the bank’s credit function, including underwriting, portfolio management,…
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Why Diversification Still Matters
Conventional wisdom suggests that diversification is the only free lunch in investing, and investors have historically been encouraged to diversify both within and across asset classes. Within an asset class, holding a broad range of securities reduces the company-specific risk…
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Director Lauren Williamson Honored with 2026 FWA Young Professionals Award
Lauren Williamson, Director on Tolleson’s Client Advisory Team, has been recognized as a recipient of the 2026 Young Professionals Award from The Family Wealth Alliance. The award recognizes emerging leaders across the family wealth industry who are making meaningful…