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.
We begin by working closely with you to define your short- and long-term goals, develop a personalised investment strategy, and assess and manage risks. We also handle the necessary processes to implement your strategy, from identifying and selecting international solutions to managing negotiations. This includes reviewing your existing investments to ensure they align with your strategy and, if needed, recommending optimisation solutions.
During the implementation phase, we collaborate with long-term partners across Lithuania, Europe and the US.
Building and preserving family wealth goes beyond financial performance. It’s about ensuring that your tangible and intangible assets benefit not only you but also future generations. With extensive experience in succession planning in Lithuania, we help families create clear, simple and comprehensive plans that serve all generations.
Investment Inventory
We conduct a thorough investment inventory by reviewing your existing assets and evaluating their effectiveness and alignment with your short- and long-term financial goals. This process helps identify potential gaps, assess diversification needs, and highlight the strengths and weaknesses of your portfolio.
Implementation and Regular Monitoring of Your Investment Strategy
Our carefully curated list of investment opportunities – aligned with your strategic goals, meeting our rigorous selection criteria, and approved by the INVL Family Office Investment Committee – serves as a key tool in implementing your investment strategy.
Investment Strategy
Each family’s assets and goals are unique, so we develop a personalised strategy. We take into account your risk tolerance, liquidity needs, desired return and cash-flow levels, unique life circumstances, and future plans. The investment strategy involves allocating capital among different investment managers, asset classes, and geographies to achieve an optimal balance between return and risk.
We ensure that your portfolio has sufficient reserves of liquid investments for unforeseen circumstances. We also strive to ensure that your capital does not ‘work in vain’ – we effectively allocate liquid and illiquid investments according to your financial plans.
Network of Partners in the Baltic States, Europe and the US
A key strength of INVL Family Office is our extensive network of partners. We collaborate with leading lawyers, tax advisors, investment managers and succession planning experts across the Baltic states, Europe and the US. This network gives our clients access to top-tier services, the latest market insights and exclusive investment opportunities.
Investment Risk Assessment and Management
Effective risk management helps keep your investment portfolio resilient to market fluctuations. We evaluate asset allocation, key performance indicators, macroeconomic trends, geopolitical developments and other relevant factors to ensure your investments grow in a balanced and sustainable way over the long term.
Investment Accounting
We offer investment accounting services if required.
Consolidated Investment Reports
We provide clear and detailed consolidated reports covering all of your investments, including both traditional financial instruments and alternative asset classes. This gives you a comprehensive view of your investment returns, risks, asset allocation and financial performance in a single document, to simplify strategic decision-making.
Minimum Succession Planning Service Package
We strive that every client has at least a basic succession planning package to provide protection in unforeseen life situations. This includes documenting family values, vision, and goals, establishing family governance, and addressing property matters.
Investment Inventory
We conduct a thorough investment inventory by reviewing your existing assets and evaluating their effectiveness and alignment with your short- and long-term financial goals. This process helps identify potential gaps, assess diversification needs, and highlight the strengths and weaknesses of your portfolio.
Implementation and Regular Monitoring of Your Investment Strategy
Our carefully curated list of investment opportunities – aligned with your strategic goals, meeting our rigorous selection criteria, and approved by the INVL Family Office Investment Committee – serves as a key tool in implementing your investment strategy.
Investment Strategy
Each family’s assets and goals are unique, so we develop a personalised strategy. We take into account your risk tolerance, liquidity needs, desired return and cash-flow levels, unique life circumstances, and future plans. The investment strategy involves allocating capital among different investment managers, asset classes, and geographies to achieve an optimal balance between return and risk.
We ensure that your portfolio has sufficient reserves of liquid investments for unforeseen circumstances. We also strive to ensure that your capital does not ‘work in vain’ – we effectively allocate liquid and illiquid investments according to your financial plans.
Network of Partners in the Baltic States, Europe and the US
A key strength of INVL Family Office is our extensive network of partners. We collaborate with leading lawyers, tax advisors, investment managers and succession planning experts across the Baltic states, Europe and the US. This network gives our clients access to top-tier services, the latest market insights and exclusive investment opportunities.
Investment Risk Assessment and Management
Effective risk management helps keep your investment portfolio resilient to market fluctuations. We evaluate asset allocation, key performance indicators, macroeconomic trends, geopolitical developments and other relevant factors to ensure your investments grow in a balanced and sustainable way over the long term.
Investment Accounting
We offer investment accounting services if required.
Consolidated Investment Reports
We provide clear and detailed consolidated reports covering all of your investments, including both traditional financial instruments and alternative asset classes. This gives you a comprehensive view of your investment returns, risks, asset allocation and financial performance in a single document, to simplify strategic decision-making.
Minimum Succession Planning Service Package
We strive that every client has at least a basic succession planning package to provide protection in unforeseen life situations. This includes documenting family values, vision, and goals, establishing family governance, and addressing property matters.
All services
Succession planning
Investment products and services
Family Office Services