Investment
Investment portfolio oversight
A strategy built around your actual needs, obligations and time horizon.
Multi-family office · Vilnius, Lithuania
Capital that outlives the cycle.
We look after a small number of families in the Baltic states. We build a single, coherent strategy for your family's wealth, one that turns capital into a genuine foundation for financial security, freedom and new opportunity.
Approach
Wealth — real financial power.
Our approach — capital should be a genuine foundation for your family's security, resilience and financial freedom. Wealth is not merely a figure on a balance sheet: it must serve you, providing peace of mind and the confidence to act on opportunities as they open up.
Solutions shaped for your family alone are only possible once we understand the whole, which is why we begin by assembling a single, unified picture of all your assets. That is what allows a long-term strategy to be given a deliberate direction. At every step we are your dependable partners, bringing long experience and a disciplined approach to the constant flow of new investment opportunities.
Objectivity and impartiality are a fundamental priority for us, which is why we hold no financial dependence on any external service provider. Our team is made up of experienced investment decision-makers, not salespeople. Every action we take rests on deep analytical insight and an unwavering focus on the enduring value of your wealth.
Services
What we take off your desk.
Reporting
Consolidated reporting
Every account, entity and property in a single quarterly statement — performance, exposure and fees shown net, including the holdings we do not oversee ourselves.
Structuring
Wealth & succession structuring
Holding structures, shareholder agreements and succession planning, coordinated with your existing tax and legal counsel rather than in competition with them.
Next generation
Preparing the next generation
Structured financial education for inheritors in their twenties and thirties, so that the transfer of responsibility happens before the transfer of assets does.
Independence
Three commitments.
One
A single fee
One transparent fee agreed annually.
Two
Genuinely individual solutions
Every solution is built around your family's needs and goals, not adapted from a standard template.
Three
A deliberately short client list
We cap the number of families per adviser, ensuring the quality of our service.
Team
The people you will actually deal with.
Ramūnas Rozgys
Partner
Over fifteen years in investment management. Previously Chief Investment Officer at ERA Family Office, wealth manager at Credit Suisse in Singapore and Switzerland, and investment manager at PineRidge Capital in Singapore.
Justinas Gataveckas
Partner
Over fifteen years in investment management. Previously Head of Investment Strategy at SEB, investment manager at ERA Family Office, fund manager at INVL Asset Management, and CEO/COO at Metawood.
Contact
Start with a conversation.
- Office
- Lvivo g. 25
LT-09320 Vilnius - info@sommet.lt