Lineage Asset Advisors was founded to help multi-generational families solve the unique issues that arise when transitioning their real estate portfolios from one generation to the next. For over thirteen years, LAA has worked directly with families and their estate planning teams to develop roadmaps for successful commercial real estate generational transitions.


Principal | Founder

Contact Details

5959 Topanga Canyon Blvd, Suite 220 | Woodland Hills CA 91367

+1 818 737 1088

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Jeff is the Principal and Founder of Lineage Asset Advisors which is a consulting, asset management, and transaction advisory firm based in Los Angeles. Jeff consults with multi-generational families, family offices, and developers that own and operate commercial real estate to develop customized plans for their portfolios. Jeff provides strategic guidance on both the property dynamics and the ownership/family dynamics to help these owners transition their portfolios from generation to generation.

Jeff has over nineteen years of commercial real estate industry experience having worked with some of the largest private commercial real estate owners in the country to provide guidance and consultation on projects related to; shared asset ownership plans, asset and property management, value-add, redevelopment, transit-oriented, sustainability, and investment properties. Prior to founding Lineage Asset Advisors, Jeff was Vice President at Colliers International.

Throughout his career, Jeff and his team have advised on over $1 Billion worth of real estate projects.

Jeff also currently serves as Managing Director of the Los Angeles Better Buildings Challenge which is a leadership initiative funded by LADWP and supported by the Mayor’s office. LABBC provides guidance to the largest commercial and multifamily property owners in Los Angeles on modernization strategies through energy and water efficiency initiatives in their buildings.

Jeff is passionate about giving back to the community and currently sits on the Board of Directors for Make-A-Wish Foundation Tri-Counties and is an active volunteer with local philanthropies such as Global Human Services and the Hospice of the Conejo. He currently resides in Westlake Village with his wife and two sons.


  • Earned the “Platinum Achiever Award” for ranking amongst Sperry Van Ness’ top 25 agents nationwide.
  • Earned the CCIM (Certified Commercial Investment Member) Designation.
  • Earned the LEED AP Designation through the USGBC (Leadership in Energy and Environmental Design).
  • Elected to the USGBC-LA Board of Directors.
  • Featured and quoted in numerous business journals and commercial real estate trade publications.
  • Moderator and speaker on numerous real estate panels.



  • California BRE Broker’s License Number: 01437048
  • Certified Commercial Investment Member (CCIM)
  • Leadership in Energy and Environmental Design Accredited Professional (LEED AP)
  • Certified Property Manager (CPM)

Notable Recent Projects

WEST LA REAL ESTATE PORTFOLIO – Consultation and implementation of a shared asset plan with a multi-generational family on a multifamily and commercial asset portfolio in West Hollywood, Los Angeles, and Santa Monica.

FAMILY OFFICE PORTFOLIO – Consultation and implementation of a real estate plan including family alignment on a multifamily and single tenant triple net real estate portfolio totaling in Los Angeles and Las Vegas.

CONFLICT RESOLUTION & ALIGNMENT –Consultation with a partnership in a conflict that owns a redevelopment parcel of land in Santa Monica. Achieved alignment on strategy with all partners that were not previously communicating.

REDEVELOPMENT & CAPITAL RAISING – Consultation, deal structuring, and capital raising for a family office in Orange County including an adaptive-reuse project from an office to a 148-unit multifamily project.


Volunteer & Philanthropy

Make A Wish Foundation

Hospice of The Conejo

Global Human Services


B.S., Business Administration, with an emphasis in Real Estate Finance from the University of Southern California