Tolleson Wealth Management
Multi family office in Dallas, United States, founded 1997; estimated AUM $9.1B; focus on real estate and climate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Dallas, United States
- OFFICES
- University Park, TX, United States
- FOUNDED
- 1997
- AUM
- ~$9.1B (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
Founded in 1997, this multi family office has its headquarters in Dallas, United States. Its assets under management are estimated at $9.1B (2026); its sector focus covers real estate and climate. Other offices: University Park, TX, United States; it invests directly in companies; 3 people are named on its team.
People
- Peter ChilianPresident and Chief Investment Officer · source
- John TollesonFounder and Executive Chairman · source
- Carter TollesonCEO · source
Frequently asked questions
Tolleson Wealth Management is a multi family office based in Dallas, the United States, founded in 1997.
Tolleson Wealth Management invests its own capital into companies.
Tolleson Wealth Management invests in Real Estate & PropTech and Climate & Energy.
Key people at Tolleson Wealth Management include John Tolleson (Founder and Executive Chairman), Carter Tolleson (CEO) and Peter Chilian (President and Chief Investment Officer).