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Wealth Management

Wealth preservation, diversification, expansion

  • We share our insights regarding personal investment choices according to the investor‘s risk-return tradeoff
  • We offer an extensive selection of financial instruments, ranging from stocks to commodity hedges
  • Acting as a personal financial advisor, we provide bespoke investment strategy for each individual investor
  • We provide cash management and cater for financing needs
  • We prepare asset protection strategies for future generations and consult on inheritance matters
  • We find the most suitable legal solution for the tax optimization
  • We reach the investment consensus by discussing the possible options directly with the investor or by investing on his behalf
  • We manage assets whose value exceed 100 m EUR

Project management

  • We take care of the implementation of a vast scope of projects and accompany the investor throughout the whole process – from start to finish
  • We share our business management expertise and consult regarding various business related matters/li>
  • We provide accounting services/li>
  • We manage and develop real estate based projects, implementing different optimization srategies

Partnership that reaches beyond financial advisory

  • We assist with philanthropy management
  • We consult investors on alternative assets investments (such as art, wine, etc.)
  • We provide any other wealth management service needed by an investor

Please contact

Mindaugas Strėlis
Head of Wealth Management
ms@orion.lt