Multi-family office
The INVL Family Office brings together a team of experts from various fields who oversee and manage financial assets according to the unique needs of each family. The team continuously analyses the market in search of the best investment opportunities, without limiting itself to any particular manager, asset classes, or geographic regions.
The history of INVL Family Office dates back to the days of AB Bank Finasta, when a wealth management division was established in 2008. In 2015, it became an independent company in Lithuania, and in 2024, as its operations grew and expanded, branches were opened in Latvia and Estonia. The core of the team has been working together for nearly 20 years. INVL Family Office holds a Category B financial brokerage license, and its operations are supervised by the Bank of Lithuania.
INVL Family Office services
- Family governance: Family constitutions, assemblies, and inheritance planning
- Financial planning
- The financial plan is regularly reviewed and, if needed, adjusted
- Analysis and selection of third-party products and services
- Analysis and selection of tax and legal services
- Consolidation of investment accounts
