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Fast Facts

Where Are Your Clients?

Lineage families are located all over the country, and many of our families have an international presence as well.

Why Don't You Manage Money?

Because we believe the true wealth of every family resides within its individual members, we have committed to building a people centered practice. We believe our greater calling is equipping our clients to develop their own confidence in overseeing their family financial wealth, working with third party investment managers where appropriate. Instead of devoting the substantial resources that would be required to build our own investment management practice, we are able to dedicate more resources to focusing on the well-being of our clients.

How Do You Charge?

Because of the nature of long-term relationships, most clients pay a fixed monthly retainer for our time, with the understanding that we periodically review the mutual fairness of our fees. We do not charge based on the client’s assets because we firmly believe that our role is to support people first.

Do You Have a Minimum Account Size?

We do not have a minimum asset account size. Because our focus is on relationships, not assets, we are able to engage clients when we believe we can truly help them for a fair fee. We maintain a limited client base so that we can give the appropriate attention each client family deserves.

An Approach as Unique as Your Lineage