…so that you have time to give meaning to your life
We’re the leading multi-family office in the Baltic region.
We oversee more than €900 million in client assets.
What sets us apart is our personalised investment strategies, comprehensive succession planning and global perspective.
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.
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
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.
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.
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.
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