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The Family Office at Synovus wins best Multi-Family Office (Client Initiative) at Family Wealth Report Awards 2024


Firm also recognized for Wealth Planning


COLUMBUS, Ga., May 14, 2024 — The Family Office at Synovus, an award-winning firm that helps ultra-high-net worth families identify and achieve their financial and family goals, has won two awards for Best Multi-Family Office (Client Initiative) and Wealth Planning at the 11th Annual Family Wealth Report Awards 2024. The recognitions honor the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

“These awards highlight our continued commitment to empower our enterprising families, and we’re honored to be recognized as one of the top industry leaders in the country,” said Katherine Dunlevie, president and CEO of The Family Office at Synovus. “This recognition is a testament to the dedication, knowledge and credibility of our team members who build trust and inspire families as they navigate life’s experiences and create a legacy for future generations.”

The panel of judges, consisting of industry peers and advisors, chose The Family Office at Synovus as winners in the following categories for their innovation and dedication to family wealth planning:

  • Multi-Family Office (Client Initiative) – The focus on educating clients with structured programs aimed at next generation education, leadership development and philanthropy makes The Family Office at Synovus a differentiator among its industry peers.
  • Wealth Planning – With an integrated team of wealth strategists and specialized partners, The Family Office at Synovus helps multigenerational families with different goals understand existing structures and collaborate on new planning structures, customize their wealth plans, and guide family members in successful implementation and execution.

In addition to the Family Wealth Report Awards, The Family Office at Synovus also earned three Private Asset Management Awards earlier this year for outstanding performance in shaping the private wealth industry. The awards included Best Multi-Family Office (under $25B), Best Family Office Due Diligence Process and Best Outsourced CIO.

Synovus Bank, a Georgia-chartered, FDIC-insured bank, provides commercial and consumer banking in addition to a full suite of specialized products and services including private banking, treasury management, wealth management, mortgage services, premium finance, asset-based lending, structured lending, capital markets and international banking. Synovus has branches in Georgia, Alabama, South Carolina, Florida and Tennessee. Synovus is a Great Place to Work-Certified Company and is on the web at synovus.com, and on X, formerly known as Twitter, Facebook, LinkedIn and Instagram.

The Family Office at Synovus, founded in 1947, is dedicated to helping ultra-high-net worth families identify and achieve their financial and family goals and aspirations. With 47 team members and over $10 billion in assets under administration, The Family Office at Synovus provides comprehensive investment management, wealth-transfer planning, family legacy, and fiduciary services to families in North and South America, Europe and the Middle East. Family Office team members develop deeply personal client relationships and create integrated strategies that uncover and address each family’s challenges, motivations, goals and needs. The Family Office at Synovus is on the web at synovusfamilyoffice.com.