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