About Linea Private Wealth
Born from experience, built for the future - Linea helps families and professionals create lasting confidence in their financial story
We’re a boutique private wealth firm helping families and professionals connect wealth with purpose.
At Linea, we believe true confidence comes from clarity and that legacies are lived, not just left.
Our role is simple: to guide you with independence, integrity, and care, so your financial story continues with strength and meaning.
Our Story.
At Linea Private Wealth, we believe wealth is more than numbers, it’s the line that connects generations.
​
Linea was founded by a group of like-minded advisers who, after decades in large bank private wealth and institutional firms, wanted to create something different.
We saw a gap, a need for advice that not only served established families but also empowered rising professionals and the next generation to build lasting financial confidence and knowledge.
Driven by this shared purpose, they set out to build a firm that redefines what private wealth advice can be: independent, values-led, and deeply human.
Our name comes from the Latin linea, meaning lineage. It’s a reminder that every decision made today shapes the story of tomorrow. We’re here to help you protect, grow, and pass on your prosperity with purpose, so your legacy continues with clarity and confidence across generations.
Our Mission.
To help individuals and families build lasting confidence in their financial prosperity - creating, preserving, and transferring wealth with purpose and clarity across generations.
Our Values.
-
Integrity first. Independence isn’t a slogan. It’s how we work.
-
Optimistic growth. We look for opportunity in every stage of your journey.
-
Curiosity. We keep learning and innovating for your benefit.
-
Professionalism with warmth. Expert, disciplined, and always human.
-
Connection. Clear communication, honest advice, genuine care.
Our Culture.
We combine institutional expertise with a personal touch. Our team listens first, speaks clearly, and acts with purpose. We keep things simple because confidence grows from understanding.
At Linea, clients aren’t transactions; they’re families we’re privileged to guide.
Meet Our Team of Experts
Our advisers and team bring decades of experience across private wealth, investment strategy, and family succession planning, united by one goal: to give clients confidence with continuity.
