BUSINESS KNOWLEDGE, FAMILY KNOW-HOW SHAPING MULTI-GENERATIONAL SUCCESS Lineage Group works with Australian business families, founders and family offices, offering expertise in strategy, succession planning, governance, capital management, taxation and compliance. Established through a partnership with the fourth-generation family office, the Victor Smorgon Group, Lineage leverages extensive knowledge of family dynamics and decades of business experience. At Lineage, as well as being trusted advisors, we sit on numerous boards, investment committees and family councils, enabling us to use this unique insight – and connected network – to help businesses shape their strategic visions, develop and improve governance structures and optimise operations, ensuring alignment with family values and long-term goals. Our tailored strategies address both immediate business needs and future succession plans, for both family and nonfamily, fostering sustainable growth for generations. Lineage values long-term client relationships and is passionate about building a community of like-minded founders, business families and family offices. Our consistent and dedicated team ensures understanding, confidentiality, and tailored, forward-thinking advice. Our goal is to grow alongside the families we work with, and demonstrate what is possible for them, their business and investments. Business knowledge. Family know-how. www.lineage.group Australia’s first and only business family specialists.
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