Lineage Group

At Lineage Group, we work with business families, founders and family offices, providing guidance through generational, strategic and operational change. We use our knowledge, insights and connections to ensure that business, family and investments are aligned – as well as the past, present and future. We link the short and long term, the commercial and the personal, the market dynamics and the family dynamics, and this generation and the next. By truly understanding the family, the business and the market, we are able to see the whole picture. The big stuff and the important details… from creating multi-generational strategy to getting your tax return in on time. Whatever you need us to do, we do it. Our services combine first-hand knowledge of business family dynamics with extensive expertise in strategy, succession planning, governance, capital management, taxation and philanthropy to ensure our clients protect, grow and enjoy family legacies for generations to come.