State Farm

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

Brazos Private Equity Partners is a private investment firm that specializes in leveraged acquisitions and recapitalizations of established, profitable companies. Since 1999, it has invested in a range of industries, such as manufacturing, insurance, restaurant, specialty retail, distribution, consumer products, and health care and financial services. The company specializes in developing solutions and capital structures to meet the varying needs of several private equity transactions. It also addresses the liquidity and ongoing management needs of sellers, including firm operators and family-owned businesses. Brazos Private Equity Partners offers assistance with implementing institutional reporting and monitoring processes to improve financial transparency and business process measurement.