Advising Families with >$25 Million in Net Worth with Katherine Dunlevie, Managing Director of Synovus Family Office Owner Operated with Jonah Pollone

Katherine Dunlevie is the Executive Vice President and Managing Director of the Family Office at Synovus, a family office headquartered in Columbus, Georgia, focusing on families with wealth in excess of $25 million.

We covered:
- What is a family office?
- When does it make sense for a family to hire a family office?
- Starting in the business right before signing a 55-family member client with 17 family units.
- Single vs. Multifamily Office
- Qualities of successful family businesses
- Using trusts as planning entities
- Using communication to solve family issues
- Top recommendations for family business owners
- UNC Family Enterprise Center Resources
- Family business peer councils
- Servant leadership
- Seeking out mentors
- Family Business Magazine

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Learn more about Synovus here: https://www.synovusfamilyoffice.com/

Reach out to Katherine here: KatherineDunlevie@Synovus.com

Learn more about the UNC Family Enterprise Center: https://familyenterprise.unc.edu/

Connect with the Family Enterprise Center on LinkedIn: https://www.linkedin.com/company/family-enterprise-center-kenan-flagler-business-school/