Family office services at Lineage Group
Tailored family office solutions
Creating a family office is a huge milestone but it can also be a big ask without the right support.
We understand the urge to grow a legacy that protects everything you have worked for and give your family options for the future, not only in preserving and growing the Family’s wealth, but also supporting the family’s non-financial goals.
We tailor strategic, structured support for high-net-worth families, offering the mix of strategic planning, financial management, and finance support that’s right for you. We start by working with you to define your family’s purpose, values and strategy and then determine what governance structures and reporting will be required. This could range from a light-touch Virtual Family Office to an exclusive Single Family Office.
Virtual Family Office (VFO)
This first step to the family office set-up offers access to all the services and expertise you need - investment management, accounting and tax compliance, management reporting, estate planning, tax advice, and philanthropy – virtually, seamlessly and on-demand. We work with your advisors to ensure that your family is well covered.
Multi-Family Office (MFO)
Our MFO team offers the full range of services of a Family Office but, because expertise and resources are shared by several business families, we can offer economies of scale and broader investment opportunities. This enables the family to have a full-service Family Office without the need to incur large overheads and to manage staff.
Single Family Office (SFO)
Our Family Office team will work with you and tailor the services you need and want for your SFO. Our services include reviewing and optimising current governance structures and documentation, tax and accounting compliance and the family office’s reporting and operations.
We understand challenging family dynamics and can navigate related issues with impartiality. For each family we offer the services to suit your circumstances and long-term aspirations.