Lineage Family Offices is a family office - multi based in Santa Barbara, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Multi-generational family financial wealth is both a wonderful advantage and a tremendous challenge. Lineage acts as a guide, planning resource and management office assisting with complex financial matters while helping our clients develop their inner wealth.
Investment types: Joint Venture/Partner, Private Equity, Investment Funds
Sectors & themes: Industrial Property Acquisition & Development, Hotels & Resorts Property Acquisition & Development, Commercial Property Acquisition & Development, Air Transportation, Diversified Commercial Services, Real Estate Services & Management, Property Leasing & Management Real Estate, Real Estate Investment & Development, High-Level Sectors, Education, Transportation, Passenger Transportation, Commercial & Professional Services, Commercial Services & Supplies, Real Estate Services & Management & Management
Preferred geographies: United States, Canada
Location: 800 Miramonte Drive, Suite 300\nSanta Barbara\nCalifornia\n93109\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.