i
Independence.
Our fee comes directly from the client - and only from the client. So our analysis and judgement always sit on your side of the table.
Your interests only. Nothing else.01 · Approach
Four principles
we work by.
Not one-off questions, but long-term work with capital.
ii
A long-term
view.
Twenty years in the markets taught us one thing: the decisions that matter are measured in decades, not months. We judge ourselves by how you feel in the bad months, not the good ones.
Since 2006. Through every cycle.iii
The whole
picture.
Your wealth may sit across several countries and institutions. We see the whole picture in a single report - positions, costs, taxes. So that no decision contradicts another.
Everything in one report.iv
Discretion,
taken for granted.
We work quietly, without publicity, without unnecessary intermediaries. Every conversation - in person.
A private office. Quiet work.02 · Who we serve
A few families,
long-term work.
We work with a small number of clients who need a personal approach to their capital.
i Business owners who have built capital
ii Established professionals in their prime
iii Families planning their succession
iv International investors
v Families who have inherited capital
03 · Practice
Questions you can
entrust to us.
This is where we most often begin.
i "What does your portfolio show?" +
We review positions, costs, and taxes. We deliver a report you can understand without a financial background. The decision remains yours.
ii "How should the whole structure look?" +
Personal, business, and inheritable capital as one coherent structure. Holdings, jurisdictions, succession.
iii "What about taxes across several countries?" +
Income and assets abroad, settled in line with applicable treaties. Lithuania–Spain, Lithuania–US, Lithuania–Luxembourg.
iv "I've sold my business. What now?" +
You move from business owner to capital owner. We start by analysing your current situation, then present structural options with tax modelling.
v "How will everything pass to my children?" +
The transfer of wealth to the next generation: structure, taxes, documents. So the process is clear in advance.
vi "How do the alternatives compare?" +
We set the options side by side: asset class, geography, industry, historical and market context. Deep analysis from primary sources, not opinions.
We do not provide licensed investment services or individual recommendations to buy or sell. We analyse, structure, and coordinate. The decisions remain yours.
04 · How we work
How it all works.
Openly.
How do you earn your fee?
The fee comes directly from the client, never from third parties. We use two models, applied according to the nature of the work: a fixed advisory fee for ongoing work with your wealth structure, and a success fee on specific projects, where the amount of tax or cost saved is clear.
Who holds my wealth?
Your funds always remain with the financial institution you have chosen. In practice, nearly all our clients hold accounts abroad: in Luxembourg, Switzerland, Spain, Ireland, Norway, Sweden. That is often part of the structure itself. We are not a brokerage: in some cases you grant us the right to receive information from your institution so we can prepare reporting, but never to execute transactions. The account is always in your name.
Who do you work with?
With a few clients - business owners, investors, families who need a personal approach to their capital. We work with those whose liquid wealth exceeds €1 million. But more important than the number is the horizon: if you plan your decisions for the long term, we are likely a good fit.
Can I leave at any time?
Yes, and that is the most important point. No penalties, no lock-up periods. The agreement ends within thirty days, and your wealth stays where it was. We have never had, and cannot have, direct access to your accounts.
05 · About
Donatas Mačinskas
In financial markets since 2006 · Founder of ID Invest
I began my career in private banking. For almost fifteen years I worked with families whose wealth called for individual solutions. In 2021 I left employment and founded ID Invest with one idea: that questions of capital call for an office whose fee depends on the quality of its work, not the number of transactions.
Today we work with a few clients. Few enough to know each one personally. When a question reaches beyond our expertise, we have trusted partners in Spain, Germany, Luxembourg, and outside the EU.
If you have a question about your capital, you know where to find us.
06 · Contact
One conversation,
no obligations.
The first meeting lasts about an hour. We talk about what you have, what you're looking for, and whether we're a fit for each other.
Get in touch →Monthly letter
Thoughts on the markets,
once a month.
A market review, structural insight, and the kind of thinking that matters for the long term.
The letter is currently published in Lithuanian. By subscribing you agree to receive it by email; you can unsubscribe at any time. Privacy policy