Wealth management services

Financial planning

Drawing on deep knowledge of a client’s current situation, plans, and expectations, we craft a thorough financial plan for their entire life and even for coming generations, also covering the management of risk. Based on that plan, we prepare a personal investment strategy and tactical solutions to help carry it out.

The financial plan is regularly reviewed and, if needed, adjusted.

Discretionary management of portfolios of financial instruments

The financial markets offer investors the potential for big growth of capital. They are also complicated and require a lot of specific knowledge, know-how, and experience.

We are professionals and responsibly watch over the assets that investors entrust to us. Knowing our clients’ needs and goals, we make everyday decisions and regularly notify clients about market changes.

Analysis and selection of third-party products and services

We work together with the biggest investment team in the Baltic region, which helps us assess whether possible instruments fit our values and our clients’ needs. In this way, we can provide our clients with objective information about almost all the investment solutions currently on the market.

We do not limit ourselves to standard products and services (pension funds, mutual funds, portfolio management), complex solutions (real estate and alternative investment funds), or exclusive private offerings of shares and bonds.

We have access to the many contacts needed to open up broader opportunities and meet clients’ varied needs.

Analysis and selection of tax and legal services

We know that investment decisions are inseparably linked to tax and legal planning. We work with several partners who specialise in different areas. Since each client’s situation is unique, we will help you find the best approach and the best way to put it into practice.

We also handle clients’ tax declarations free of charge.

Consolidation of investment accounts

Just as doctors examine the whole body, we too in watching over clients’ investment assets strive to see the big picture, which people so often miss for lack of knowledge, experience, or time. Thus, clients not only make better investment decisions but also ensure professional risk management for their assets.

Family governance: Family constitutions, assemblies, and inheritance planning

Increasingly, we find the time coming for our clients to pass on their experience and accumulated capital to the next generations. We are among the first in Lithuania to have worked with clients to prepare a Family Constitution – an agreement that defines family members’ rights and duties in managing the family’s assets and sets a direction for the family’s development. With that knowledge and experience, we can thus help form traditions of investment creation, management, and inheritance in your family circle. We are also ready to explain global practices to you and help put safeguards in place to ensure the continuity of the work that has been begun.

We seek out suitable approaches after first discussing your current situation, plans, and expectations. If needed, we bring in legal and tax planning partners and foreign financial institutions. In that way we prepare and agree on an individual strategy with the continual support of a team of professionals who follow best practices.

Women’s Club

The goal of the Women’s Club is to encourage women’s financial education, inviting them to contribute actively to planning the family budget and to feel more confident in the world of finance whatever their marital status.

Meetings are organised once a month (during the school year) where, in a relaxed atmosphere, professional speakers introduce participants to the fields of business, investment, and finance and other relevant topics.

Youth Academy

The Youth Academy is a series of lectures on youth financial literacy and career planning intended for clients’ school-age children. The lectures develop financial management skills and acquaint participants with specifics of the world of business, broad options and rules for choosing studies and a career, investment in different asset classes, innovative ways to spend free time, and many other topics.

Lectures are led by accomplished professionals: from bankers to managers of startup funds and from real estate developers to manufacturing representatives. Beyond just getting theoretical foundations, participants do practical exercises, go on excursions, and enjoy a variety of fun activities.

Academy lectures take place over the course of a week and are held once a year during summer.