Lineage Family Office

Lineage Family Office

Rick Fogg and Debra Nichols established Lineage Family Office as a multi-family office based in Santa Barbara. The firm provides financial planning, accounting, investment counsel, estate succession, and philanthropy coordination. Fogg also serves as a trustee of Westmont College, where multiple staff members are alumni. Lineage executes through direct co-investments and SPVs alongside hedge fund allocations and mission-related investments. All activity remains in North America. The firm maintains Lineage Trust Company in Reno and previously held the 2625 Townsgate property in Westlake Village. No specific portfolio holdings or co-investors are publicly named. Team size and total deployment remain undisclosed. Rick Fogg previously served as board president of the Collaboration for Family Flourishing. The firm lists support for the Cancer Foundation of Santa Barbara among its philanthropic ties. No operational events from the last 24 months appear in available records. Lineage structures its mandate around conflict-free advice and multigenerational education rather than proprietary fund products or broad capital raising.