LINEAGE HOLDING COMPANY

Each relationship is tailored based on the circumstances and needs of our clients. Lineage can provide family office relationship services, trustee relationship services, or both. We can form relationships with a single family member, a family household, or a large multi-generational family... Lineage exists to develop family members' inner wealth while assisting with complex trust and financial matters. The relationships we form are enduring, purposeful, and human.

Also known as: Lineage Families, LINEAGE HOLDING COMPANY, LLC

Primary location: New York United States