Built for American families
Build wealth across generations,
one family decision at a time.
Every American family has the same goal — to grow what they have, protect it from taxes they don't owe, and pass it
on with intention. Lineage is the family CFO that makes that possible whether your net worth is $100,000 or $100
million.
01
Discover
Forward your statements and tax forms — Lineage parses, organizes, and assembles your full financial picture
without typing a thing.
02
Track
Net worth across taxable, tax-deferred, and tax-free accounts. Every dollar your family controls, in one place,
attributed to the right person.
03
Optimize
Plan during the year, not in April. Contribution gaps, withholding shortfalls, Roth conversions, harvesting —
surfaced before deadlines.
04
Transfer
Beneficiary matrix, document vault, estate readiness. So when the unthinkable happens, your family doesn't pay
for what you didn't plan.
Your CPA prepares last year's return.
Lineage prepares next year's wealth.
Most planning happens too late. By the time you file, every contribution, conversion, and harvest opportunity is
gone. We surface them while there's still time to act.
$3,400
Median tax savings, year 1
From contribution gaps and withholding alignment alone.
12 hrs
Saved at tax time
A full tax-prep package, not a shoebox of PDFs.
100%
Free, forever
No paid aggregators, no card processing, no upsells.