Tolleson Private Wealth Management: Platform Profile

Overview

Tolleson Private Wealth Management, LLC is an SEC-registered multi-family-office adviser focused on ultra-high-net-worth families. Its July 17, 2026 brochure reports approximately $9.258 billion of regulatory AUM as of December 31, 2025.

May fit better for

• families with approximately $20 million or more;
• clients seeking integrated investment, tax, estate, philanthropy and reporting support;
• families wanting public and private investment exposure;
• clients needing bill-pay, cash-management and family-office coordination.

May fit less well for

• small portfolios;
• self-directed traders;
• investors seeking one universal fee;
• clients needing daily liquidity in every holding;
• users who confuse the RIA with Tolleson Private Bank or Tolleson Trust Company.

Minimum and eligibility

• General advisory minimum: $20,000,000
• Minimum waivable: Yes

Financial Advisory Services

• Financial advisory fee range: 0.40%-1.00%
• Fixed fee possible: Yes
• Fees negotiable: Yes

Fixed income

• Discretionary fixed income fee: 0.20%

The fixed-income rate is service-specific, not the universal private-wealth fee.

Billing depends on relationship vintage

• Legacy asset billing: quarterly in advance
• Current newer relationship billing: monthly in arrears
• Billing value method: average daily balance

The brochure distinguishes applicable agreements entered before January 1, 2022 from newer relationships. Preserve that distinction.

Third-party SMA layer

• Third party SMA additional TPWM fee: 0.25%

This applies only to relevant third-party SMA assets and can sit on top of the Tolleson financial-advisory fee and outside-manager expenses.

Family-office services

Tolleson can coordinate tax planning, bookkeeping, reporting, bill pay, cash management, estate planning support, philanthropy, family engagement and trustee/estate-settlement services. Applicable services can carry separate agreed fees.

• Family office additional service fees possible: Yes

Affiliated private funds

• Affiliated private funds: Yes
• Fund administration fee general: 0.30%
• Fund admin fee base: investor capital-account balance
• Governing document can differ: Yes

The 0.30% administration reference is not universal where governing documents specify another amount.

Performance fees

• TPWM performance based fee: No
• Tolleson Funds performance based fee: No
• Underlying manager performance fee possible: Yes

Bank and trust-company separation

• Tolleson Private Bank separate entity: Yes
• Tolleson Trust Company separate entity: Yes