Refined & Comprehensive Estate Planning

“Jeff Gould of Lineage Asset Advisors is a valued team member and resource for my estate planning law firm. Jeff and his team’s in-depth knowledge of the commercial real estate industry coupled with their understanding of estate planning principles and respect for family dynamics provides my firm with important insight into our clients’ commercial real estate portfolios. Jeff’s patient and consultative approach allows us to refine succession planning strategies for multi-generational families being mindful of the short and long term risks and opportunities associated with their commercial real estate portfolios. I recommend working with the Lineage Asset Advisors team.”