Nevada · Public trust company

Lineage Trust Company

Charter / domicile

NevadaRetail trust company (NRS Chapter 669)

Regulator

Nevada Financial Institutions Division

Public / private

IndependentPublic pages do not name a bank parent or a public holding company. The services page states the firm deliberately avoided building an internal asset-management or investment practice and instead delegates asset management to others.

Directed-trust focus

Directed trusteeThe services page lists unbundled roles without investment bias — Administration & Distribution excluding investment; Administration only; Distribution only; and stand-alone trustee or co-trustee — plus prudent delegation of asset management to others. That is a directed / divided-duty model even when the page leads with relationship language rather than the words “directed trustee.”

Headquarters

3620 Mayberry Drive, Suite 102, Reno, NV 89509

Founded / charter

Not published

Published AUM / AUA

Not published — omitted

Website

lineagetrust.com

Services offered

• Trustee and co-trustee appointments as marketed
• Administration and distribution functions excluding investment, as listed
• Administration-only and distribution-only seats as listed
• Planning and consulting on distribution and life-enhancement practices with trusts, as described by the firm

Who it is for

• Select ultra-high-net-worth families, as stated on the services page
• Families and existing service providers who want a Nevada trustee without an in-house investment book

Sourced facts

• Named on the Nevada Financial Institutions Division retail trust company list dated 26 January 2026 as LINEAGE TRUST COMPANY LLC.
• Firm pages use Lineage Trust Company and publish 3620 Mayberry Drive, Suite 102, Reno, Nevada 89509, phone 775.501.8800, email info@lineagetrust.com. Prefer that Reno contact. Template chrome on some pages showing a New York / London placeholder address and a dummy phone is not a sourced office.
• The homepage states Lineage Trust Company exists to enhance the lives of multi-generational family members through lifelong fiduciary relationships.
• The services page states the firm provides trustee, agency, and wealth-planning services to select ultra-high-net-worth families, has carefully avoided building an internal asset-management or investment practice, and supports collaborative trust relationships under Nevada law without an investment bias.
• The same page states fees are customized based on each family’s circumstances. This listing cites that language only and does not invent dollars.

Notes

Lineage Trust Company appears on the Nevada Financial Institutions Division retail trust company list dated 26 January 2026 as LINEAGE TRUST COMPANY LLC. Firm pages use Lineage Trust Company and publish a Reno office at 3620 Mayberry Drive, Suite 102, 775.501.8800, info@lineagetrust.com.

The public model is a Nevada trustee without an internal investment book. The services page lists stand-alone or co-trustee seats and unbundled administration and distribution roles that exclude investment, with asset management delegated to others. Fees are described as customized. Some site chrome still shows a placeholder New York / London address; use the Reno contact. This page does not invent fees or AUM.

State file: Nevada trust companies · Nevada directed trustees · Other Nevada listings