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Lineage Family Office Overview
Type
Multi Family Office
General Information
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.
Contact Information
Website:
http://www.lineagefamilyoffice.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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