Lineage Family Office

Overview

Lineage Family Office describes itself as a guide, planning resource and management office for multigenerational families. Its work brings together financial stewardship, accounting coordination, asset and risk counsel, family business planning, inner wealth development and legacy services.

Compliance and Firm Registration

A Form ADV filing identifies Richard Edward Fogg as chief compliance officer and Debra Lea Nichols as assistant compliance officer. The filing lists Lineage Family Office, LLC as a managing member and gives the firm adviser CRD number 281806.

Services

Financial stewardship includes financial planning, coordination, capital preservation, sustainable spending and long-term investment practices. Lineage also supports bookkeeping and accounting through budgeting, recordkeeping, bill pay, cash management and accounting for trusts, investment partnerships, foundations and business entities.

The firm’s asset and risk counsel helps families oversee financial asset ownership and risk programs intended to preserve wealth across generations. Lineage also advises on family business strategy, management, budgeting and succession planning.

Inner wealth services include mentoring, personal growth, financial education, trust navigation and lifelong learning resources. Legacy services cover legacy planning, shared family resource governance, philanthropy, estate planning and succession planning.

What the firm offers

• Financial planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay

Client Focus

Lineage says its relationships include multigenerational families and multigenerational family office systems. The firm reports that clients live throughout the United States, with many families also having an international presence.

Approach

Lineage says it intentionally does not act as an investment manager. Instead, it helps clients coordinate trusts and financial affairs while working with investment managers when appropriate.

The firm reports that most clients pay a fixed monthly retainer and that fees are not based on client assets. It reports no minimum asset account size and says it maintains a limited client base so each family receives appropriate attention.

FAQs

Related resources

• LocationMultifamily offices in Santa Barbara

  This Santa Barbara directory helps families compare local multifamily office options and understand which services may be available nearby. It can frame questions about financial planning, administration, philanthropy, and family governance when assessing a firm for multigenerational wealth.

• Network siteEstatePlanner.com

  EstatePlanner.com provides plain language guides on wills, trusts, and related planning decisions. Readers can use these materials to prepare questions about estate structures, legacy goals, and coordination between legal documents and a family office's planning and administration work.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how multifamily offices differ from single family offices and virtual family offices. Business owners and wealthy families can use it to consider which operating model fits their complexity, desired family involvement, and need for services such as education, governance, and bill pay.

• GuideData privacy and security with an MFO

  This resource outlines privacy and security questions families may ask when working with a multifamily office. It helps readers evaluate how sensitive financial records, family information, payment instructions, and communications should be handled alongside administration and planning services.

• Similar firmsArrowroot Family Office
  Confluence Capital Advisors, LLC
  5T Wealth, LLC

  Profiles of Arrowroot Family Office, Confluence Capital Advisors, LLC, and 5T Wealth, LLC provide additional points of comparison on this site. Reviewing similar firms can help families identify differences in service mix, client focus, and approaches to planning, governance, philanthropy, and administration.

Sources

1. Lineage Family Office services
2. Lineage Family Office values
3. Lineage Family Office fast facts
4. Form ADV filing for Lineage Family Office, LLC

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.