For more than 25 years, Lido has built on the best practices of dynamic ultra-wealthy families.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
We help our clients navigate the complexities of their wealth so they can focus on what matters most to them.
Jason Ozur
Chief Executive Officer
Grow with us.
National Recognition, Client-Centered Focus
Lido is one of the nation’s fastest-growing private wealth management companies, with over $30 billion in regulatory assets under management and offices throughout the United States.
View Full Disclosures
Information as of 09/30/25.
Barron's Top 100 RIA Firms: Rankings developed by Barron’s using proprietary algorithms. Awarded 09/12/15 for data as of 06/30/25. Lido paid no application fee for consideration. Full disclosure and methodology information here.
Forbes Best-In-State Wealth Advisors: Rankings developed by SHOOK Research using proprietary algorithms. Awarded 04/08/25 for data as of 03/31/25. Lido paid no application fee for consideration. Full disclosure and methodology information here.
Forbes America’s Top RIA Firms: Rankings developed by SHOOK Research using proprietary algorithms. Awarded 10/01/25 for data as of 03/31/25. Lido paid no application fee for consideration. Full disclosure and methodology information here
Unlock the power of shared insight
Lido One brings your entire team together to act from a single vision to help protect, grow, and preserve your wealth.
Financial & Estate Planning
Goals-oriented, advanced analysis that integrates investment, tax, and legacy objectives into a single plan.
Investment Management
Outcome-based customized strategies designed for challenges beyond the scope of traditional portfolios.
Tax Consulting & Preparation
Look beyond this year’s taxes to project liability, structure tax exposure, and consult on tax advantaged investing.
Trust
Services
Help secure legacies through trust administration, family governance, and philanthropic consulting.
Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services. Estate planning services are provided through a strategic partnership with a trusted third-party law firm. They are the source of the information herein. Lido Advisors, LLC is not licensed to, nor does it, provide legal advice or services.
Our signature family office model
Historically, the family office model has been exclusively accessible to the very wealthiest of our world. Since its founding, Lido has worked to change that by bringing a highly personalized, sophisticated, and proactive style of wealth management to meet the complex needs of high-net-worth families and individuals.
Concentrated
Expertise
We bring together in-house and affiliated professionals to coordinate management of investment, taxes, liquidity, philanthropy, multigenerational planning, and more.
Alternative
Approaches
Our in-house investment capabilities, proprietary technology, and extensive experience with alts and options give you access to an expanded range of specialized wealth management strategies.
Passionate Personal Service
The core of our family office style: a passionate personalized team of advisors and a process built on trust, confidentiality, and consistent clear communication.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
The Lido Perspective
The latest advice, updates, and insights from our team of wealth advisors.
