Lived experience. Pattern recognition. Practical judgement.

We do not just advise founders, business families and family offices. We understand the landscape because we lead, live, own, govern, operate and advise within it.

Over more than three decades, we have worked alongside business families as founders, directors, CFOs, operators and trusted advisers. That experience gives us a unique perspective to recognise the predictable challenges that emerge as enterprises, ownership groups and families evolve over time.

Founder transition. Leadership succession. Sibling complexity. Cousin engagement. Family office evolution. Capital allocation. Governance tension.

These are rarely isolated issues. More often, they are the natural consequences of growth.

The challenge is knowing what needs to change, when it needs to change, and how to bring the business, the owners and the family forward together.

Contact Us

That is where Lineage adds value. We know this terrain, we understand the patterns and we bring the judgement required to turn complexity into clarity, momentum and continuity.

Founder-led

We understand the ambition, urgency, responsibility and pressure that comes with building something valuable.

 

Specialist focus

We work exclusively with founders, business families and family offices.

 

Independent judgement

We bring perspective without family baggage, product bias or a predetermined answer.

 

Lived experience

Our people are founders, owners, directors, operators and CFOs inside the family enterprise and office systems.

 

Integrated perspective

We connect enterprise strategy, ownership, structuring, governance, succession, asset protection, capital, tax, accounting and execution.

 

Community

We create opportunities to learn from leading ideas, global perspectives and like-minded peers, building capability and confidence across generations.

 

What families value most

The same page

We help create shared direction across the family, the owners and the enterprise.

We're not family

Being independent means we bring perspective, objectivity and experienced judgement when it matters most, not just arm’s length "advice".

This is normal

Many of the challenges families face are normal and predictable. We've seen them before and can share what successful families have done to navigate them.

  • A man with dark hair, beard, and glasses, wearing a cream-colored blazer and white collared shirt, standing indoors.

    Dominic Pelligana

    Partner

    Dominic is a founding Partner of Lineage Group with over 30 years’ experience working with large private and family-owned businesses and family office groups. More than an adviser on strategy, governance, succession, tax and accounting, he understands the opportunities and challenges facing business families and helps owners, their families and their businesses achieve their long-term ambitions.

    Dominic's career spans advising, owning, governing and leading businesses. A former Senior Partner and Executive at KPMG, he combines commercial judgement with deep technical expertise and extensive experience serving on Business, Family and Shareholder Boards.

    Contact
  • A woman with short blonde hair smiling, wearing a white textured button-up shirt, with a blurred background.

    Michelle De Lucia

    Partner

    Michelle is a co-founding Partner of Lineage Group with over 20 years’ experience advising business families and family offices. She works closely with clients to build and execute strategy through effective governance structures, succession planning and commercially minded advice.

    Sitting on numerous Advisory Boards and Family Councils enables Michelle to bring a unique perspective to both family and business issues, supported by her deep understanding of tax and accounting matters. Prior to Lineage, Michelle was CFO at Victor Smorgon Group and held senior leadership roles at KPMG, advising privately owned businesses and high-net-worth families on tax, governance and business matters.

    Contact
  • A man with dark hair, glasses, and a beard, wearing a white shirt and a brown checkered blazer, looking at the camera.

    Andrew Muscara

    Partner

    Andrew is a Partner at Lineage Group with over 20 years' experience advising business families and family offices. Guided by the pillars of Strategy, Structure, Succession and Governance, he helps families build enduring enterprises across generations.

    Andrew chairs several Family Councils and serves on Shareholder and Advisory Boards, bringing practical experience in family governance, alignment and long-term decision-making.

    Prior to Lineage, Andrew worked at KPMG advising privately owned businesses, family groups and high-net-worth clients.

    Contact
  • Portrait of a smiling woman with brown hair, wearing a beige top and black blazer, standing in front of a blurred blue background.

    Monique Bridge

    Partner

    Monique is a Partner at Lineage Group specialising in taxation for founders, business families and family offices. She advises clients on complex tax, structuring and succession matters, combining deep technical expertise with practical commercial insight.

    Prior to joining Lineage, Monique spent almost a decade at PwC advising privately owned businesses, high-net-worth individuals and family groups.

    Contact

  • Ned Draydon

    Partner

    Ned brings over 20 years' experience advising family offices and high-net-worth families on investment strategy, capital management and long-term wealth stewardship. He works closely with clients to align investment decisions with family objectives, governance and generational priorities.

    His deep understanding of family office dynamics, combined with extensive experience across leading institutions including The Myer Family Company, Merrill Lynch and Goldman Sachs JBWere, enables him to provide practical, commercially grounded advice through every stage of a family's evolution.

    CONTACT

  • Lucy Goldwater

    Director

    Lucy is a Director at Lineage Group advising business families, family offices and privately owned businesses. She specialises in taxation, structuring and business advisory matters, helping clients navigate complexity and achieve their long-term objectives.

    Prior to joining Lineage, Lucy was a Director at Pitcher Partners, advising privately owned businesses, high-net-worth individuals and family groups.

    Contact
  • A smiling woman with shoulder-length brown hair, wearing a peach blazer and a white top, standing in an indoor setting with blurred background lighting.

    Danielle Lentini

    Director

    Danielle is a Director at Lineage Group with over 20 years' experience working with family offices and business families. She advises clients across taxation, accounting, family office operations and finance functions, helping them navigate complexity and build capability for long-term success.

    Known for her relationship-driven approach, Danielle works closely with clients to understand their businesses, families and investments.

    Contact

Dominic Pelligana on the critical role of succession planning

Featured on #ausbiz, Dominic Pelligana emphasises the importance of succession planning for a family business or a family office to ensure smooth transitions in ownership, leadership and management. During the interview, Dominic suggests starting planning early, focusing on both business and industry life cycles and aligning family goals.

Succession without a plan can result in costly complications, especially if the next generation shows no interest in running the business.

A key theme is the necessity of communication and explicit discussions about the family's vision for the business. To address disagreements, Dominic highlights the role of independent advisors to navigate such complexities.