LINEAGE FAMILY OFFICE

Through Relationships We help families manage their financial affairs and develop a legacy of positive impact. Our clients choose to live with purpose. Working beside them, we design a meaningful roadmap, guide course corrections and celebrate their journey. Watch Video... We believe the true wealth of every family resides within its individual members. People always come before money. We are committed to helping our clients develop inner wealth while we support them with financial matters.

Also known as: LINEAGE FAMILY OFFICE, LLC, Lineage Trust Company

Primary location: New York United States