Advisory, Consulting, and Management Services at Lineage Group 

At Lineage, we know that ‘consultant’ has become a loaded term with an implication of large fees and small results. That’s not us. Our commitment is in supporting the growth and success of your family business or office with strategic, commercial advisory and management services for a thriving legacy.

Our advisory and management services include:

  • Family and Business Governance advice

  • Strategic planning

  • Accounting and taxation advisory

  • Succession planning

  • Capital management

  • Philanthropy

All rooted in decades of practical experience in business family dynamics.

Our family-first business advisory and management approach

We passionately believe that family-run enterprises can be an unbeatable business model, but no two business families are the same.

Our first step is to understand your way of doing things – the unique blend of strategies, aspirations and complexities which make up your DNA. 

Our advisory services are therefore always bespoke and aligned to your family and business goals.

So, whether your business is intimately family-run, leverages a legion of investment experts, or is seeking direct investment opportunities, we can tailor a solution for you.

Your hand-picked team of advisors with management experience across diverse industries

We handpick a team of experienced specialists to meet your business challenges.

We have experts whose experience spans the various stages of managing a multi-generational office from start up through to intergenerational legacy. Our team also has experience across a diverse range of industries including consumer markets, agriculture, manufacturing and property.

Our heritage is your legacy

As independent experts, we stand apart from your family dynamics, bringing only valuable, impartial insight, sensitively delivered leveraging our decades of working with family and business boards, investment committees and family councils.

It is highly likely that we have assisted other business families in overcoming challenges similar to those you are currently facing.