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.
We nourish long-term relationships between our family and yours.
The goal of our relationship is to help you flourish while preserving family capital.
Instead of “assets under management” we seek relationships with real people.