OUR PROCESS
At Lineage we recognize that each family member plays a unique role in contributing to the family legacy. Similarly, we acknowledge that every family has a strong team of estate planning advisors that help families plan for future generations. The cornerstone of our client engagement process involves collaboration with the entire estate planning team including;
- Estate Planning Attorneys
- CPAs / Accountants
- Wealth Advisors / Financial Planners
- Trustees
TRANSITION PLANNING
Our collaborative approach draws on the input and expertise of the family and their estate planning advisors so that we can provide the most comprehensive and relevant solutions to meet the family’s commercial real estate goals. Simply put, our unique process guides families to choose the right path when planning for the next generation.
