Lineage’s mission is to develop family members’ inner wealth while assisting with complex trust and financial matters.
With Whom Does Lineage Have Relationships?
We have relationships with individuals from Multi-Generational Families and Multi-Generational Family Office Systems.
Do You Manage Money? Why? Why Not?
We have intentionally decided NOT to be investment managers. We focus on people, not assets. However, as part of our relationships with people, we help them coordinate their trust and financial affairs, and use trusts and assets to grow inner wealth.
Do You Fit Our Circumstance?
Because our priority is relationships with people, and because we are not tied to investment management, we can customize relationships to fit within existing systems as trustee, family office service provider, learning coaches, family trust company back office, etc. without being tied to a specific asset management model.