New Leaf Service Contracts

Quest Capital Management, now a part of Mercer Advisors, is a full-service wealth management firm based in Dallas, TX. They offer a comprehensive range of financial services, including customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services. With their expertise and resources, Quest Capital Management is dedicated to helping clients navigate their financial journey and achieve economic freedom. As investment adviser representatives of Mercer Global Advisors Inc., Quest Capital Management professionals provide their services under the tradename Quest Capital Management. Mercer Advisors, an SEC-registered investment adviser, operates under different tradenames across the United States. The collaboration between Quest Capital Management and Mercer Advisors brings together a powerful combination of knowledge and experience to enhance the client experience and provide a wide array of resources and services.Generated from the website

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