The 2026/2027 Federal Budget proposed some of the most significant tax reforms affecting Founders, Business Families and Family Offices seen in years.

While many of the measures are not yet law, the direction is clear: the tax landscape for family groups and investment structures is changing.

Across family enterprises and family offices, a consistent pattern emerges: governance challenges rarely start in the boardroom. They begin with a lack of clarity at the ownership level, which then flows through to the board and into management.

A Family Office is an organised way to manage a family's wealth and investments, typically motivated by the desire to invest together across family branches and generations.

However, family offices are not one-size-fits all. We’ve worked with all types and can help your family choose the structure that’s right for you.

Family and founder-led businesses are entering a new phase of discipline and renewal. As more families map out exit pathways and explore private equity partnerships for capability as much as capital, Lineage Group’s Q1 2026 Perspective highlights a clear shift: growth now depends on governance, leadership renewal, and sharper strategic focus.

The founder's trap arises where a family business founder becomes so deeply involved in every aspect of the business that they have trouble letting go, preventing the family business from flourishing and reaching its full potential. It all begins with an idea.

The distinction between a family business and a business family lies in the focus and mindset of the family members involved.

Governance and risk disciplines enable confident, values-aligned decision-making. In an era of rapid disruption and rising complexity, the imperative to proactively manage risk has never been greater. 

We work with families to build resilient, purpose-driven family offices through clear governance, structured decision-making, effective communication, and proactive succession planning tailored to generational needs and long-term aspirations.