…so that you have time to give meaning to your life
Our values
Competence
It’s a skill. We continually learn and refine our skills to deliver the best possible solutions for our clients. Our mission is to be trusted advisors who understand the complexities of the market and make informed, strategic financial decisions.
Trust
It’s a feeling. We strive to foster lasting relationships with our clients, built on openness and honesty. At the core of our business is a commitment to making every client feel confident and assured that their interests always come first.
Reliability
It’s an action. We honour our commitments and take full responsibility for every decision we make. Our goal is to provide stability and ensure that clients can trust our guidance, even in the most challenging circumstances.
Reputation
It’s an achievement. We work diligently to uphold the strong name we’ve built. Our goal is to lead the industry with professionalism and integrity, delivering real added value for our clients.
Competence
It’s a skill. We continually learn and refine our skills to deliver the best possible solutions for our clients. Our mission is to be trusted advisors who understand the complexities of the market and make informed, strategic financial decisions.
Trust
It’s a feeling. We strive to foster lasting relationships with our clients, built on openness and honesty. At the core of our business is a commitment to making every client feel confident and assured that their interests always come first.
Reliability
It’s an action. We honour our commitments and take full responsibility for every decision we make. Our goal is to provide stability and ensure that clients can trust our guidance, even in the most challenging circumstances.
Reputation
It’s an achievement. We work diligently to uphold the strong name we’ve built. Our goal is to lead the industry with professionalism and integrity, delivering real added value for our clients.
About us
INVL Family Office: Tailored Asset Management Backed by Years of Experience
Our story began with AB Bank Finasta, with which we launched our wealth management division in 2008. In 2015, we became an independent company in Lithuania. We continued to grow and, in 2024, we expanded into Latvia and Estonia.
Our core team has been working together for nearly 20 years.
INVL Family Office holds a Category B financial brokerage licence and operates under the supervision of the Bank of Lithuania.
With a team of seasoned professionals from diverse fields, we provide exceptional investment solutions for clients seeking personalised and comprehensive asset management.
Services
Family Office Services
The INVL Family Office team does more than manage financial investments. We provide integrated legal, tax, and succession planning solutions to ensure the security, sustainability and long-term growth of your assets.
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Investment products and services
Through our intermediary services, you can access carefully selected investment products and services that we continuously analyse and monitor to ensure the highest standards of quality and transparency.
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Succession planning
We are the first in Lithuania who prepared our clients a Family Constitution – a unique agreement that clearly sets out the rights and responsibilities of family members in managing, overseeing and using family assets.
More info
News
Shoemaker with shoes
There are probably no clients left among you who have not heard about the Family Constitution. On this topic, we have read a huge number of books, taken part in various trainings and conferences, and have already helped more than one family to prepare a succession plan. However, if some time ago you had asked whether the rule “the shoemaker’s children go barefoot” applied in my family, the answer would have been YES. And I decided to change that.
Read more
Family governance. How is it beneficial for your family?
For some time now in Lithuania we have been hearing and coming across articles on the topic of family governance. As Lithuania marks more than 30 years of independence, not only have private businesses grown, but families themselves have also grown and developed. It is natural that, having built up businesses, we now turn back to the family and reflect on how much the family has contributed to the success of the business, how much the business can contribute to the well-being of the family, and how to preserve the business or accumulated assets so that family members can enjoy the fruits of long and hard work.
Read more
Do you manage your assets responsibly?
It is often mistakenly believed that only very wealthy older people should think about responsible asset management and planning. However, if you have a family – especially if your family is fully or partially dependent on you – or if you own a business, you should also ask yourself whether you manage your assets responsibly.
Read more
Shoemaker with shoes
There are probably no clients left among you who have not heard about the Family Constitution. On this topic, we have read a huge number of books, taken part in various trainings and conferences, and have already helped more than one family to prepare a succession plan. However, if some time ago you had asked whether the rule “the shoemaker’s children go barefoot” applied in my family, the answer would have been YES. And I decided to change that.
Read more
Family governance. How is it beneficial for your family?
For some time now in Lithuania we have been hearing and coming across articles on the topic of family governance. As Lithuania marks more than 30 years of independence, not only have private businesses grown, but families themselves have also grown and developed. It is natural that, having built up businesses, we now turn back to the family and reflect on how much the family has contributed to the success of the business, how much the business can contribute to the well-being of the family, and how to preserve the business or accumulated assets so that family members can enjoy the fruits of long and hard work.
Read more
Do you manage your assets responsibly?
It is often mistakenly believed that only very wealthy older people should think about responsible asset management and planning. However, if you have a family – especially if your family is fully or partially dependent on you – or if you own a business, you should also ask yourself whether you manage your assets responsibly.
Read more