Lineage Trust Company

The Lineage Companies (Lineage Family Office and Lineage Trust Company) exist to develop family members' inner wealth while assisting with complex trust and financial matters. The relationships we form are enduring, purposeful, and human. The Companies serve high and ultra-high net worth individuals and families in distinct and unique ways; Lineage Family Office, located in Santa Barbara, CA, provides human capital centered planning and financial services, while Lineage Trust Company, located in Reno, Nevada, provides trustee, fiduciary agency, and wealth planning services. As a whole, Lineage acts variously as planning quarterback, family controller and administrative hub to its client families depending on their needs and circumstances. We are founded on the belief that the true wealth of any family resides within its individual members, and that family financial wealth's highest calling is to help support the inner wealth of family members. Lineage acts as a guide, planning resource and management office assisting with complex financial matters while helping our clients develop their inner wealth. We support individuals, small and large family groups, and complex family governance systems (including operating businesses, shared family properties, and family foundations). We do not prepare tax returns or provide legal services. We do not manage money. Instead, we help our clients receive the best from their services providers by acting as their intermediaries and guides. We make complex situations understandable, and always strive to provide diligent follow-up. The primary objective of Lineage's services, including its fiduciary services, is to enhance the lives of those with whom we work. View More