It's All About You
Uncertainty is a given, so taking prudent steps to plan for the unknown is essential to financial security. It takes experience, proactivity, and diligence to successfully manage your wealth and legacy. We believe wealth planning requires a four-factor approach: 1) Investment strategies that focus on risk, opportunity, access, and income. 2) Estate planning through a trusted partner that considers short and long-term objectives. 3) Planning and preparation are key to controlling taxes. Today’s tax planning will equal tomorrow’s tax consequences. 4) Proper wealth planning positions a client for maximum control with deliberate risk controls throughout life and across multiple generations.
Forward
Thinking
Data
Gathering
Building
Objectives
Consultative
Planning
Adapt
Monitor
Adjust
The L-MAP
DELIVERING A FAMILY OFFICE EXPERIENCE SINCE 1999
Lido Advisors is one of the nation’s fastest-growing wealth advisory firms, with over $11 billion in assets under management and offices throughout the United States. We provide comprehensive and unique investment and wealth strategies to high-net-worth and ultra-high-net worth individuals, families, charitable organizations, and institutions. Our advantage lies in a unique financial and wealth planning process designed to grow, protect, and maximize our clients’ lives, legacies, and livelihoods. We also dedicate our resources to offer new, innovative, cutting-edge strategies for our clients.
BILLION DOLLARS MANAGED
YEARS IN BUSINESS
EMPLOYEES
OFFICES NATIONWIDE
- AZ
- CA
- CO
- CT
- FL
- GA
- IL
- MA
- MD
- NC
- NE
- NY
- SC
- TN
- TX
- UT
- WA
LIDO AUDIO
Lido’s Greg Kushner discusses optimal financial strategy.
