Build the enterprise and the people that must sustain it

Lineage is an integrated family enterprise adviser for founders, business families and family offices. Through Parallel Planning, we align enterprise performance, ownership capability, governance, family office design and practical execution across generations.

Business knowledge, family know-how.

We combine commercial judgement, family understanding and technical expertise to help families make better decisions, navigate change and move forward with confidence.

The market sells fragmented answers to connected challenges.

Growth, succession, governance, ownership and capital rarely exist in isolation. Decisions made in one area can have consequences across the business, the owners and the family, yet traditional advice is often organised around individual disciplines and specialisms.

We bring business, ownership, family and technical perspectives together, so decisions are made with the whole picture in mind.

It’s why we created Lineage.

 

Experience from every side of the table.

Our Partners have spent decades working with complex private clients, business families and family offices, including across senior Big 4 leadership roles, with deep expertise across business, governance, tax, accounting and advisory.

That professional experience is matched by lived experience as founders, owners, directors, operators, CFOs and advisers. We have built and run businesses, worked inside family offices and sit on various Boards and Family Councils.

This breadth gives us perspective and pattern recognition, with an understanding of how the challenges facing businesses, owners and families intersect as businesses and families evolve, and what is likely to come next.

Our purpose is simple: to help families build stronger enterprises, capable owners and continuity across generations.

We bring together commercial judgement, family understanding and technical depth, from strategy and family office purpose through to tax, accounting and execution, to help founders, business families and family offices navigate growth, transition and generational evolution.

  1. A founder’s ambition affects succession

  2. Ownership design affects capital decisions

  3. Governance affects enterprise performance

  4. Family office design affects purpose and capability

  5. Tax and accounting structures affect outcomes

Enterprise performance and family continuity cannot be planned separately.

The decisions facing founders, business families and family offices are connected, with consequences that often extend beyond the issue immediately at hand.

Our approach, Parallel Planning, considers the business, ownership and family together, helping families plan for performance today and continuity across generations.

Explore our method

Trusted by families who think generationally

  • “The Lineage team really care about our family and our business and have a genuine interest in ensuring we succeed both as a business and as a family in business. We could never have achieved what we have without them.”

    — Belinda Haymes, Company Secretary, Haymes Paints

  • “Lineage is a trusted, long-term partner deeply embedded in the business, with strong expertise in family enterprises. Dom and Michelle play a key strategic role, and their deep understanding of the company makes them an essential part of its operations and growth.”

    - Ian Muir, Muir & Sons

  • “It’s about aligning the business, family and investments so everything moves in the same direction. Lineage supports the whole journey, helping you define where you’re going and walking alongside you to get there, not just advising.”

    — Peter Edwards, Executive Chair, Victor Smorgon Group

  • “Without explicit alignment, the family was at risk of becoming distracted and losing sight of their objectives. Working with Lineage partners, we’ve ensured our family is in sync and working towards a common goal – which is good for both the family and the business.”

    — Cynthia Brown, Director - Brown Family Wine Group

  • “Without Lineage, the business wouldn’t achieve the same level of expertise or outcomes. Andrew’s exceptional commitment demonstrates a deeply personal, trusted partnership. He supports both the business and individual development, brings thoughtful insights to complex challenges, and skillfully navigates family dynamics to achieve aligned outcomes.”

    — Andrea Santalucia, Tasty One