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Our Values

Lineage’s mission is to develop family members’ inner wealth while assisting with complex trust and financial matters.

People Before Money

We will not abandon promises to first clients as we accept new ones. We will not take on new clients if we do not believe we can truly help.

Our Duty is Fidelity

No employee is expected to bring in new business, nor paid to do so. Employees are encouraged to work with the same families for their entire career.

Every member of the family, from each generation, is important and worthy in and of themselves.

Helping People Flourish

The ``education`` we offer helps people become more self-aware and capable. We seek to prepare each client to be able to manage their own financial affairs with excellence.

Common Questions

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.

To discover if a relationship with Lineage is right for your family, please contact us.

An Approach as Unique as Your Lineage