Tolleson Insights Podcast
Lessons Learned Navigating the Pandemic

Lessons Learned Navigating the Pandemic

July 16, 2021

Every family dynamic was disrupted and challenged during the pandemic in 2020 and the months that followed. On this episode of Tolleson Insights, Richard Joyner shares his observations and lessons learned working with more than 180 families of wealth.

To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.

The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.

Giving Together: Using Philanthropy to Prepare the Next Generation

Giving Together: Using Philanthropy to Prepare the Next Generation

April 27, 2021

Successfully transferring wealth to the next generation requires healthy and open communication within a family. Richard Joyner talks with Director of Philanthropy & Family Engagement Susan Wells Jenevein about how philanthropy can create the unique opportunity for families to do this by sharing values, making decisions, and giving back together.

To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.

The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.

Trustee Selection: The Five Principles to Consider

Trustee Selection: The Five Principles to Consider

March 25, 2021

A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to ensure long-term success. In this episode, Richard Joyner provides five principles families should consider when choosing a trustee.

To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.

The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.

Estate Planning: How to Choose a Trustee

Estate Planning: How to Choose a Trustee

February 25, 2021

Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Richard Joyner discusses what to think about and how to select a trustee in the latest episode of Tolleson Insights.

To learn more about how we navigate all things financial for client families, visit tollesonwealth.com.

The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning, or investment decisions.

Do I Need a Multi-Family Office?

Do I Need a Multi-Family Office?

January 22, 2021

Ever wonder if a multi-family office is right for you or your family? Richard Joyner, President of Tolleson Wealth Management, answers this question in the first episode of the Tolleson Insights Podcast.

To learn more about how we navigate all things financial for client families, please visit tollesonwealth.com.

The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or to participate in any trading strategy. You should consult your professional advisors before making any tax, legal financial planning or investment decisions. 

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