Common Interests, Shared Trust
As a fiduciary, you, the client, always comes first. All of our solutions are designed to serve your best interests. Once you become our client, we consider you part of our family. Our plans are customized, forward-thinking, and connect the dots between tax strategies, estate planning, and investing.
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News & Press
Lido Announces Near-$700-Million Addition of Boca Raton-Based Marton Bute Wealth Management Group
Forbes: Don’t Let These Common IRS & Social Security Scams Happen To You — Gregory Kushner
How to Minimize Your Taxes When Retiring

Forbes: How To Invest Like The Ultra-Wealthy Using Real Estate — Gregory Kushner

Lido Announces Near-$700-Million Addition of Boca Raton-Based Marton Bute Wealth Management Group
LIDO AUDIO
Lido’s Greg Kushner discusses optimal financial strategy.