Wealth Management
#FreshPerspective Discover fresh perspectives

Since the very beginning of our operations, we have been a standard bearer shaping good practice in the wealth management market, and an opinion leader introducing new traditions and succession planning culture.

#Tailored Tailored solutions

Wealth management does not end with smart investment management. In order to find the unique path that will take you to the point where you can manage your assets intelligently, our task is to stay proactive and think holistically so that all other areas can be integrated.

#WholePicture All-inclusive services

We possess exclusive competences, experience and know-how, which allows to ensure the right balance between personal wealth and business objectives.

Services

Family Office

The Lewben Family Office offers guidance in the design of wealth management plans, and in selecting the best strategies, providers and products to implement them.

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Wealth Management Solutions

We can provide consulting services in the preparation and transfer of asset management to third parties, design the optimal relevant structure, and, where appropriate, act as a fiduciary.

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Financial Planning

We will assess your overall wealth picture, helping you to identify the most effective ways of achieving your wealth management goals.

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Succession Planning

We offer consultations on succession strategy, asset valuation and family consulting on matters of preparation and sale of business.

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We have one-stop services for those who have reached the Olympics of Success, where wealth management should no longer be a concern, but a pleasant and meaningful part of life.
Rita Kavaliauskienė Board Member, COO

Business philosophy

Our customer’s best interests are our priority

We ensure that our professional services and long-term asset management solutions are built to fit the individual needs of the client.

Our values

We are committed to taking charge of the growth, management, and preservation of your assets

We aim to become a global provider of long-term asset management and value growth solutions for high net worth individuals, families, and businesses.

What's new
Wealth Management All news by Lewben
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2020 | 03 | 26 How to bring the current business-process crisis under control?
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2019 | 04 | 25 Wealth360: A conference on uncomfortable topics
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2018 | 11 | 13 Business transfer: the path is long, but the result can bring relief and success
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2018 | 10 | 01 Mission – the successor: how not to fail the transferred business