Important COVID-19 Health & Safety Notice
This notice is intended for employees and visitors of Lido’s Century City office only and pertains specifically to COVID-19-related health and safety procedures.
Because our primary concern is protecting the health and safety of our employees and clients, all visitors to the Century City office of Lido Advisors are required to comply with the following public health and safety protocols including, but not limited to: wearing a face mask at all times during your visit, including in meetings, practicing six-foot social distancing principles, and using hand sanitizer upon entry. Together, we will maintain a safe and healthy environment. Thank you for your understanding and cooperation.
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.
Always on Your Side
We are passionate and skilled at tailoring solutions for our clients’ needs.
BILLION DOLLARS MANAGED
YEARS IN BUSINESS
News & Press
Lido Advisors Senior Managing Director Michael J. Karsa Named to Forbes’ 2021 500 Top Next-Gen Wealth Advisor
Lido’s Greg Kushner discusses optimal financial strategy.