Lineage Family Office
Lineage Family Office is a multi-family office headquartered in Santa Barbara, United States.

Lineage Family Office
Lineage Family Office is a multi-family office headquartered in Santa Barbara, United States. The firm delivers financial stewardship, bookkeeping, risk counsel, legacy-building, and education services to help multigenerational families steward wealth with purpose and confidence . Founded by fiduciaries Rick Fogg and Debra Nichols , it emphasizes deep, relationship-based guidance free of investment-management conflicts—guides multigenerational wealth stewardship.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Santa Barbara
Corporate office
93109, Santa Barbara, California, US
Frequently asked questions
What is Lineage Family Office?
Lineage Family Office is a multi family office headquartered in Santa Barbara.
Where is Lineage Family Office headquartered?
Lineage Family Office is headquartered in Santa Barbara, in the North America region.
How many professionals work at Lineage Family Office?
Altss tracks approximately 6 professionals associated with Lineage Family Office.
What does Altss track for Lineage Family Office?
Altss maintains an OSINT-verified profile of Lineage Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Lineage Family Office's website?
Lineage Family Office's public website is www.lineagefamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Lineage Family Office?
Lineage Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Lineage Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Lineage Family Office?
Lineage Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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