Our history and legacy

 

Our History

Our family office’s legacy began in 1947 when the patriarch of the founding family of Columbus Bank and Trust Company passed away and the family was forced to sell a textile mill to pay estate tax.  This event focused on the need to provide customized estate planning and trust services to this family to help them preserve their wealth for future generations.

Throughout the decades as this family’s needs grew, the commitment and expertise of the team serving this family grew as well. In the late 1990s, our team expanded its services to other high net worth families with the desire to transfer wealth to successive generations.   In 1999 we became Synovus Family Asset Management to better reflect our core purpose of serving the wide-ranging needs of families requiring wealth transfer planning. 

Today we provide comprehensive multigenerational estate and family wealth planning for our private family and multi-family clients and have earned recognitions throughout the wealth management industry. Our team of attorneys, accountants, financial planners, investment and business professionals are regarded as one of the top family offices in the country.

Wealth Management Industry Recognition

  • Bloomberg Markets named in 2012, 2013, 2014 and 2015 as one of “The Top 50 Family Offices” in a survey of more than 1,000 firms worldwide
  • Georgia Trend Magazine named Katherine Dunlevie, FAM Managing Director, as Top 40 Under 40 in 2015
  • Private Asset Management magazine featured FAM’s allocation to alternative asset classes in their Family Office Profile (2010)

Family Wealth Report Awards Shortlist

  • Multi-Family Office – Client Initiative (2019)
  • Best Outsourced CIO (2019)
  • Best Alternative Asset Manager (2018)
  • Leading Individual (Blake Melton) (2018)
  • Best Family Wealth Consultant (Blake Melton) (2017)

Family Wealth Alliance Awards Shortlist (2019)

  • Family Counsel
  • Boutique Multi-Family Office Executive (Katherine Dunlevie)

Private Asset Management Awards Shortlist

  • Best Multi-Family Office over $2B - Client Service (2018 and 2019)
  • Best Multi-Family Office over $2B – Overall (2019 High Commendation)
  • Best Outsourced CIO Solution (2018 and 2019)
  • Best Trustee Service (2018 and 2019)
  • Best Trusts and Estates Division (2018 and 2019)
  • ESG Advocate of the Year (2019)
  • Best Consulting Firm for Family Offices (2018)
  • Best Philanthropic/Educational Initiative (2018)

Family office services are provided through Family Asset Management, a division of Synovus Trust Company, N.A. Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.