INVL Family Office is expanding its geographical reach – investment services will be provided by its branch in Estonia.

The Estonian branch of INVL Financial Advisors, a brokerage firm owned by Invalda INVL—the leading asset management group in the Baltic States and the operator of the INVL Family Office brand—has begun providing investment services.

The INVL Financial Advisors branch in Estonia commenced operations after receiving authorization from the country’s financial market supervisory authority. The Estonian branch is the second INVL Family Office branch in the Baltics. Earlier this January, the INVL Family Office branch in Latvia also received permission to provide investment services.

“After nine years of focused work in Lithuania, we see that we are successfully and significantly contributing to the preservation, growth, and transfer of wealth for affluent families in our country. We believe that the knowledge, experience, and solutions we have accumulated are now ready to be shared with residents of neighboring countries. Therefore, first in Latvia and now in Estonia, client trust in the INVL Family Office will be strengthened by highly qualified professionals working in these branches, who thoroughly understand both the needs of their countries and the global investment sector,” says Asta Jovaišienė, Head of the INVL Family Office.

The Estonian branch will provide investment services under the brand INVL Family Office. It will be led by Sven Jürgenson.

“Invalda INVL is a pioneer of private equity in the Baltic States. However, it is less known in the region that the group manages not only alternative investment funds and other investments, but also offers family office services. Considering that demand for high-quality family office services among affluent individuals in Estonia is growing every year, we aim to meet this need and introduce the INVL Family Office to the market. Our goal is to share with clients in Estonia our long-standing experience and knowledge-based, unique investment solutions that create long-term financial well-being,” says S. Jürgenson, Head of the INVL Family Office branch in Estonia.

INVL Financial Advisors, the company operating the INVL Family Office brand, was established in 2015. It is one of the largest multi-family offices in Lithuania, overseeing more than EUR 800 million in client assets. INVL Family Office prepares and updates investment strategies for individuals and legal entities, analyzes third-party products and services, represents clients in dealings with such providers, and offers wealth transfer planning and other investment services.

About the Invalda INVL Group

Invalda INVL is a leading asset management group in the Baltic States with more than 30 years of experience. Open, growing, and creating value for people through its activities. The EUR 1 billion in assets managed by the group includes investments in private equity, forest and agricultural land, renewable energy, real estate, and private debt. The group also provides family office services in Lithuania, Latvia, and Estonia, manages pension funds in Latvia, and invests in global third-party funds.