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    Katherine Dunlevie, president and CEO of The Family Office at Synovus, an award-winning family office helping ultra-high-net-worth (UHNW) families identify and achieve their financial and family goals, is lending her expertise to the UHNW Institute as co-chair of the Integrated Family Wealth Management Initiative steering committee. The goal of this pioneering endeavor is to enhance transparency and accountability within the wealth management marketplace by establishing clear industry standards for identifying and delivering integrated family wealth management services.

    According to Dunlevie, within this crowded marketplace, UHNW families have become confused by industry jargon and the vast number of services available to them, all the while trying to determine which advisor is the best fit. As advisors, there’s a real need to define and differentiate the various business models and to set standards and clarity that can help families as they navigate their search for firms that match their requirements. “This is an incredible opportunity for us, as firm leaders and family advisors, to learn from one another, gain a deeper understanding of the direction we want the industry and our businesses to go, and most importantly, how to deliver the best solutions that meet the needs of the families that we serve.” Adding, “If we get this right, it will be groundbreaking for the UHNW industry.”

    A member of the UHNW Institute’s Advisory Board, Dunlevie is part of an exclusive alliance of advisors working together to help elevate the wealth management industry to new standards so that advisors and families can foster prosperous and meaningful relationships from one generation to the next. The UHNW Institute is a non-profit think tank and learning exchange for advisors serving ultra-high-net-worth families.

    Addressing the confusion in the marketplace and setting standards and clarity will not only benefit ultra-high-net-worth families as they navigate their search for firms that fit their needs, but also help advisors focus on what they do best.

    Read more about the Integrated Family Wealth Management Initiative.


    Integrated Family Wealth Management Initiative - Katherine Dunlevie-1


    Post by Admin
    May 29, 2024