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: [email protected]

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/