July 09, 2014 10:59 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

Phone:

214-252-3250

Key Executives for Tolleson Wealth Management, Inc.

Chairman
Age: 65
Chief Financial Officer
President of Private Wealth Management
Chairman and Chief Executive Officer of Private Wealth Management
Managing Director of Client Advisory Team
Compensation as of Fiscal Year 2014.

Tolleson Wealth Management, Inc. Key Developments

Tolleson Wealth Management, Inc. Presents at The Bond Buyer's Texas Public Finance Conference, Feb-03-2014

Tolleson Wealth Management, Inc. Presents at The Bond Buyer's Texas Public Finance Conference, Feb-03-2014 . Venue: Omni Barton Creek Resort, 8212 Barton Club Drive, Austin, TX 78735, United States.

Tolleson Wealth Management Names Philip J. Durst as Chief Investment Officer

Tolleson Wealth Management named Philip J. Durst as chief investment officer.

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Recent Private Companies Transactions

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