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Lineage delivers bespoke Family Office and Trust services to extraordinary families

Lineage exists to develop family members’ inner wealth while assisting with complex trust and financial matters. The relationships we form are enduring, purposeful, and human.

Enduring

Enduring

We nourish long-term relationships between our family and yours.

Purposeful

Purposeful

The goal of our relationship is to help you flourish while preserving family capital.

Human

Human

Instead of “assets under management” we seek relationships with real people.

Peace of Mind Through Relationships

Extraordinary Families Deserve a
Remarkable Trustee

Flourishing Through Mentorship