Wealth management and legacy at Lineage Group
Every business family and family office has its own unique set of aspirations and challenges, however amidst ever changing business, family and industry market lifecycles, we put a focus on how business families can manage their capital, in and out of the business and investments.
We're here to help you define your goals and, by combining deep expertise with a personal touch, make sure you achieve them.
Estate and tax planning
Estate planning can seem daunting, but our team makes it manageable and effective, leveraging our business knowledge and family know how.
We guide you through wills, trusts, and smart tax planning strategies, so that your wealth transition is smooth and tax-efficient.
Investment management
When it comes to investment decisions, we help families align their short, medium and long term financial and non-financial objectives.
Philanthropy with impact
The legacy you want to leave matters to us. We assist you in creating meaningful charitable initiatives that not only benefit your community but also reflect what is most important to you.
Succession planning
When it comes to passing the baton, we get that the stakes are high.
Our succession planning delivers a seamless transition of your business and wealth, keeping your vision intact through generations.
Regulatory and compliance advice
The compliance aspects of wealth management can be complex, but we’re here to demystify them. Our expertise ensures you stay ahead of legal and regulatory challenges.