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Our Services

Multi-generational family financial wealth is both a wonderful advantage and a tremendous challenge. Lineage acts as a guide, planning resource and management office assisting with complex financial matters while helping our clients develop their inner wealth.

Financial Stewardship

Financial Stewardship Services are delivered by a multi-disciplinary team who help families oversee financial wealth with purpose, diligence and excellence.

Financial Planning & Coordination

We equip our clients with a purposeful plan for the management of family wealth including capital preservation, sustainable spending and long-term investment practices.

Bookkeeping & Accounting

We provide budgeting, control, recordkeeping, bill-pay, cash management and accounting services for our clients. This includes their trusts, investment partnerships, foundations and business entities.

Asset & Risk Counsel

We help our clients navigate the oversight of their financial asset ownership and risk programs aimed at preserving financial wealth for generations.

Business Consulting

Clients considering new business ventures and managing established family businesses rely on Lineage for strategic planning, management, budgeting, and succession planning.

Inner Wealth

Our Inner Wealth Services support the vibrant development of our clients’ most precious resources – the human, intellectual, social, and creative capital of their family systems.

Mentoring & Personal Growth

Lineage provides learning and mentoring services to young people. We offer tools to help them discover gifts and interests, and paths into career and calling and help them prepare for adulthood.

Financial Education

People of all ages benefit from continuing to enhance their practical understanding of money, budgeting, charitable giving, investing, and more. Lineage provides tools and coaching to help build these crucial skills.

Navigating Trusts

Trusts are an aspect of many clients’ lives. As the “Office of the Beneficiary” we help build capabilities to be excellent beneficiaries, cultivating productive relationships with trustees and allowing trusts to enhance lives.

Lifelong Learning

We foster a lifelong love of learning by providing clients with pertinent resources and exercises that inspire continuous growth.

Legacy Building

Through Legacy Building Services we guide our clients in designing plans and focusing activity to leave a lasting positive impact on their families and the world around them.

Legacy Planning

We help our clients define the legacy they want to live and develop strategies to bring their plans to fruition.

Managing Shared Family Resources

Many clients have resources that are managed and shared among family members; we help them do this in a positive and sustainable way. Lineage helps to facilitate governance, organize meetings and management structures.


We support clients’ charitable activities by helping strengthen their impact through mission and vision planning, as well as tracking and analysis. We assist in supporting new and established family foundations and other philanthropic endeavors.

Estate & Succession Planning

We gain a deep understanding of our clients’ circumstances and goals allowing us to guide the development of thoughtful tax-efficient wealth transfer and trust management plans.

An Approach as Unique as Your Lineage