Bank of America Private Bank

US Trust, based in Dallas, TX, is a financial institution that specializes in providing wealth management and private banking services to high-net-worth individuals and families. With a focus on personalized financial planning and investment strategies, US Trust aims to help clients achieve their long-term financial goals and secure their financial futures. Generated from their business information

Tolleson Wealth Management is a privately-owned and family-run multi-family office based in Dallas, Texas. Established in 1997, they provide comprehensive financial services to wealthy individuals and their families, helping them navigate the complexities of managing their wealth. With a foundation built by the Tolleson family, Tolleson Wealth Management offers integrated services that go beyond typical offerings, leveraging their in-house specialists across diverse service areas to support family enterprises. Their services include investment management, estate planning, tax planning and strategy, private banking, trustee and estate settlement, financial reporting and bill pay, and philanthropy services.Generated from the website

Ward Capital, based in Dallas, TX, is a trusted resource for commercial real estate services and software solutions. With a team of experienced experts in every asset class, they offer client-driven strategies powered by data analytics and realinsight technology. Specializing in CMBS, SASB, CLO investments, and more, Ward Capital has over $221 billion of assets managed and 20 years of workout experience. Their industry-leading services include due diligence, valuations, asset management, and technology-driven solutions. Generated from the website