Tolleson Wealth Management is a multi-family office in Dallas, Texas, established in 2000. The private firm specializes in the wealth management, trust, and private banking needs of wealthy individuals, and it serves families regionally and abroad. It began as a single-family office created to meet the needs of the Tolleson family, then grew into a comprehensive solution for other families, with services developing over time to better address their growing needs. Through Tolleson Private Bank, the firm also offers personal and business banking services.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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