INVL Family Office brings together a team of experts from various fields to oversee and manage financial assets according to unique needs of every family. We continuously research the market without restrictions either on managers, or asset classes and geography. Our aim is to understand your vision for well-being, develop a tailored action plan, and consider your individual life situation to help you achieve your financial goals.

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

INVL Family office