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.
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.
Implementation and Regular Monitoring of Your 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.
Investment Risk Assessment and Management
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.
Consolidated Investment Reports
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
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.
Investment Accounting
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.
Minimum Succession Planning Service Package
Minimum Succession Planning Service Package
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.
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.
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.
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.
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.
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.
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.
Minimum Succession Planning Service Package
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