Family Office Services

We provide an experience that is different from the transactional nature of other firms. We take the time to understand each client’s situation, create a customized strategy, and execute with a level of excellence.

When we work together with you, the experience is personal, focused on your needs, and backed by decades of working with families. Our service approach isn’t about gathering your assets, but rather how we can provide you with the most holistic and transparent pathway to your family’s long-term success. We are here to help and to serve.

What is a Family Office?

We understand that making the most of your wealth can sometimes feel challenging when burdened with day-to-day management. A family office can provide a wide range of services to manage wealth while promoting a family’s identity and character. By working with Tolleson as your family office, you benefit from working with an experienced, multi-disciplinary team.

Family
Enterprise

Family Legacy
Assets

Financial
Assets

Real Estate
Assets

Philanthropic
Assets

Operating
Business

Tax Planning and Strategy

Investment Management

Banking

Estate Planning

Financial Reporting and Bill Pay

Philanthropy

Trustee and Estate Settlement

Family Engagement

What We Offer

Investment Management

With our view of the economic landscape and your family’s specific vision, we build a personalized investment portfolio aimed to meet your goals.1

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Estate Planning

Good estate planning should be more than a plan that sits on a shelf. We work with you to create, implement, and monitor a plan that incorporates your family’s goals and long-term wishes.

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Family Engagement

We support clients in building a foundation to help ensure an engaged, resilient, and thriving family for generations.

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Tax Planning and Strategy

Our in-house tax professionals help formulate proactive tax planning strategies and coordinate individual, trust, estate, and personal entity returns.3

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Private Banking

We provide sophisticated services to conveniently support your family’s personal and business banking needs.2

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Trustee and Estate Settlement

Through Tolleson Private Bank, we offer a full suite of services and have extensive experience working with family enterprises and integrating seamlessly with your estate plan.2

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Financial Reporting and Bill Pay

We offer comprehensive financial reporting and bill pay services to support your investment, tax, estate, and philanthropic plans.

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Philanthropy Services

By understanding the impact you want to make, our team can advise and execute on the best way to fulfill your charitable goals.

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What Makes Us Different?

Shared Experiences

Working with other families allows us to share our experience and knowledge with you. Our collaborative approach helps us implement complex and strategic planning.

Strategy

We understand that you have unique needs, and we use our in-depth discovery process to drive our relationship. Our wide breadth of services helps simplify complexities to provide you with a more holistic view into your overall financial situation.

Service-Focused

Our advisors are not compensated with sales commissions or portfolio performance incentives. We are focused on our goal to serve you, not to sell.

Our Client Situations

Taking care of client families is an important mission we uphold every day. No matter the situation, our team is committed to working with you toward the best outcome for your goals.
Pre-Transaction Planning

When it comes time for entrepreneurs to sell their businesses, it can be difficult and emotional. Equipped with the knowledge and experience to walk business owners through the sale process, the team can help cover blind spots and anticipate what a client’s experience will look like both during and after the sale.

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Values-Based Investing

What if your return on investment wasn’t just designed to increase your wealth? What if you could use your wealth to invest in organizations that also support the values that are most important to your family? Tolleson offers a wide range of values-based investing solutions for our clients across personal and charitable assets, interest areas, and asset types. We partner with our client families to create a customized portfolio that reflects their unique values.

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Our Process

  • Discover

    Our thorough and in-depth discovery process gives you a full view of your financial picture.

  • Analyze & Design

    Because we take the time to understand your situation, we create a customized strategy aimed to fulfill your needs across multiple disciplines.

  • Confirm

    We confirm our plan with you in a manner that is realistic, informed, and well documented.

  • Implement

    Our implementation includes detailed execution and coordination.

  • Monitor & Adjust

    We provide the “care and feeding” of your plan, including ongoing monitoring and reporting.