services

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 than just a document, it is structured with the correct legal framework and in partnership with our trusted advisors to ensure that these rules are binding for all family members.

This is how our family office’s new service, succession planning, came to life. With years of experience and international expertise, we design solutions that preserve family unity, strengthen relationships and ensure the seamless continuity of assets – including businesses – across generations.

We work closely with you and your family to create clear, mutually agreed-upon guidelines that help manage family assets, businesses and relationships smoothly and effectively.

We help you create a clear succession plan that safeguards family relationships and assets, ensuring a smooth and secure transfer across generations.

We analyse your current situation, provide tailored recommendations and assist in implementing the most effective structure for your family assets, including family funds in Lithuania or abroad.

We offer lectures and expert guidance on how to prepare your family business for future generations, ensuring its smooth continuity and long-term success.

We help you anticipate and manage potential inheritance, financial and reputational risks that can arise as generations change.

We offer tailored educational programmes to help younger family members understand their responsibilities, gain essential knowledge and prepare for effective asset management.

We work with international experts to help resolve complex family wealth matters constructively and efficiently.

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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