Episode 14

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

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. Multi-Family 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 Family Office

Reach out to Katherine on LinkedIn

Learn more about the UNC Family Enterprise Center

Connect with the Family Enterprise Center on LinkedIn

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About the Podcast

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Owner Operated with Jonah Pollone

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About your host

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Jonah Pollone

Jonah is a highly motivated M&A advisor with a passion for helping small business owners sell their companies without leaving money on the table. He has a particular interest in service-based businesses and commercial real estate.

Jonah has held an integral role in selling over $45M in total transaction value since starting his career in M&A advisory in 2018. He has written over 25 articles for the MidStreet Learning Center and published 19 Owner Operated podcast Episodes.

He is a Certified Business Intermediary (CBI), and holds a Bachelor of Science in Business Administration from the UNC Kenan-Flagler Business School, as well as an active and current North Carolina Real Estate license. During his time at North Carolina, he served as the co-president of the UNC Real Estate Club and fostered a community for real estate networking and investing on campus.

In his free time, Jonah enjoys jiu jitsu, tennis, and jazz music.