Tolleson Wealth Management
Helping a wealth manager manage their message
Our Role
- Digital Strategy
- Information Architecture
- UX/UI Design
- Web & CMS Development
- Ongoing Site Management
Overview
Over the last nine years, we’ve partnered with Tolleson Wealth Management as their Agency of Record. Through the years, we’ve designed and produced multiple sites, marketing and advertising materials for ultra high net worth individuals and their families. The Tolleson name is a Dallas institution, and was recently recognized as the #2 Largest Wealth Management Firm by the Dallas Business Journal.
A privately-owned and family-run business, Tolleson exists to simplify life for wealthy individuals and their families. Established in 1997 as a family office for the Tolleson family, their comprehensive family office services help clients navigate their inherent complexities.
More of our work
All case studies
Safe Harbor Marinas
Seven years as Agency of Record for the world's largest marina network — brand, digital, app development, and multi-location marketing at global scale.
Dallas Holocaust and Human Rights Museum
From 80,000 visitors to 200,000. Seven years as the museum's agency of record.