Rolandas Valiūnas, Inga Jonikienė, Vilius Kavaliauskas, Audrius Savickas

Wealth 360, the first wealth management conference in Lithuania, was held in Vilnius in January 2017. The conference was organised by Lewben | Wealth in cooperation with Valiunas Ellex.

Planning of wealth transfer was the main topic of Wealth 360 this year. This very sensitive topic is gaining an increasing importance for the first post-soviet generation of entrepreneurs. The presentation of Western experience to the conference guests, most of whom have accumulated considerable wealth, was a key goal of the conference. This experience was shared by speakers from the Netherlands and Sweden.

One of the speakers, Hans Jakob Bonier from Sweden, represented a family that has been engaging in business and retaining property for seven generations. Mr Bonier spoke about the challenges encountered by the family business and about the ways of dealing with challenges.

The legal aspects of property transfer were discussed by representatives of Lewben | Wealth Gediminas Laucius and Arvydas Strankauskas.

The event was held at the Martynas Mažvydas National Library of Lithuania. Conference guests had an opportunity to see works of modern art from valuable collections of the Lewben Art Foundation and Valiunas Ellex.

The interest in the topic of the conference and the large number of participants have demonstrated that such an event is needed in Lithuania. We hope that Wealth 360 will be held on an annual basis.

More information about the conference: