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About Lineage

Each relationship is tailored based on the circumstances and needs of our clients. Lineage can provide family office relationship services, trustee relationship services, or both. We can form relationships with a single family member, a family household, or a large multi-generational family.

We have relationships with families and family members all over the country. Families with businesses. Families who have dedicated financial family offices. Families with private trust companies. Single households with trusts and non-trust financial resources.

Because we form relationships, our fees are relationship-based. Because we can only have so many enduring relationships, we are careful when forming new ones, ensuring a positive generative mutual fit.