Ausra Surviliene has joined Ellex Valiunas to develop the Wealth Management & Private Clients practice as Head of the firm's Family Office.
According to Ellex, Surviliene is a “wealth management professional with more than 20 years of experience in private banking. She will expand the services to the financial well-being of family planning through law, business, and wealth continuity,” enabling the firm to move from private legal advice to sustainable succession planning. Before joining Ellex, Surviliene worked at SEB Bank for over 20 years and headed its private banking and investment department.
“The reorientation of private client services away from traditional legal services is a natural response to the needs of our clients,” Ellex Valiunas Managing Partner Rolandas Valiunas commented. According to him, “the nature of private client advice has evolved to a strategic level: clients expect not only legal expertise but a holistic approach to wealth planning.”
“The traditions of family offices around the world are centuries old and inspire us to transfer the best practices to Lithuania,” Surviliene added. “When observing the context of three decades of private ownership, it is obvious that our clients are ready for such an experience.”