# Lineage Family Office

Lineage Family Office is a Multi Family Office based in Santa Barbara, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, California, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** lineagefamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/company/lineage-family-office

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Hedge Funds
- Philanthropic / Mission-Related Investing

## Offices

- Reno, NV

## People

- Rick Fogg — Co-founder and CEO
- Debra Nichols — Co-founder and President

## Questions

### Who runs investment decisions at Lineage Family Office?

Rick Fogg and Debra Nichols oversee decisions as co-founders. The firm states it provides investment counsel without managing proprietary products.

### Is Lineage Family Office structured as a single family office or multi-family office?

It operates as a multi-family office serving multiple client families. The structure includes an affiliated trust company in Reno.

### Does Lineage Family Office participate in fund commitments or only direct deals?

The firm uses both direct co-investments or SPVs and allocations to hedge funds. No commitment sizes are disclosed.

### How is Lineage Family Office related to Lineage Trust Company?

Rick Fogg serves as co-founder and CEO of both entities. The trust company operates from Reno, Nevada.

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- [LindholmsGruppen](https://altss.com/profile/lindholmsgruppen)
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Last updated: 2026-08-10T15:54:10.904Z

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