Our lineage helps yours
Nobody in the market knows business families better than us. Our deep experience, insights and connections better enable your family and business to grow together.
Our story
Family businesses are often misunderstood. From inside and out.
Inside the business, the emotional energy of family can be a strength, but it can also create challenges. And from the outside, few acknowledge the incredible commitment and contribution that family businesses make to our economy and society.
We recognise that family-led businesses are not like other businesses. The overlap of family, ownership and management creates a unique set of dynamics - complex, emotional and deeply personal. Decisions are not just commercial, they’re generational. Success is not only measured in profits, but in legacy, trust and harmony.
That’s why we created Lineage, to use our knowledge, insights and connections to ensure that business, family and investments are aligned – as well as the past, present and future.
Our expert guidance comes from what we know works, using our history of supporting successful family enterprises, founders and family offices, balancing business knowledge and family know-how.
Dominic Pelligana
Partner
Michelle De Lucia
Partner
Andrew Muscara
Partner
Ned Draydon
Partner
Danielle Lentini
Director
Monique Bridge
Director
Bethany Bird
Manager
Jack Dingli
Manager
Catherine Sim
Manager
Our experience and networks
Each of our partners has had over 20 years experience working exclusively with family-owned businesses.
As well as trusted advisors, we sit on boards, investment committees and family councils. We’ve built a powerfully connected network and we now have close relationships with many of Australia’s leading business families.
As a Lineage client, you’ll benefit from this collective knowledge and know-how, helping your business family succeed.
Dominic Pelligana on the critical role of succession planning
Featured recently 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.