A new standard in wealth management 

Lido clients can expect a personal, sophisticated, family office experience style of wealth management. We proactively work to protect and grow our clients’ legacies.

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lido private wealth management company

For all of your wealth.
Active management designed to protect, grow, preserve.

Since 1999, Lido has been proud to offer all the services of the family office model of private wealth management to our clients without the high barriers to entry. Now our sophisticated investment strategies and advanced financial planning, including due consideration to tax and estate concerns, can help to protect and grow over $11 billion of client assets we manage on behalf of high-net-worth and ultra-high-net-worth clients, businesses, entrepreneurs, charities, and sports and media personalities. 

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.

wealth management advisors meeting image

Our Services

Nationwide, we offer our clients all of the services of the family office experience without the usual barriers to entry.

planning

Planning

We take a holistic view of our clients’ wealth. Personalized teams include unparalleled access to our experienced advisors. 

Investments

Investments

Our dedicated investment management and trading team and family office network access allow clients to invest in alternative and traditional investment opportunities often limited to only the wealthiest individuals.

Tax

Tax

With the help of our affiliated tax professionals, our proactive approach to tax planning means we think, plan and take action with both the short and long term in mind.

Estate

Estate

With the help of our affiliated legal professionals, we strive to preserve our clients’ wealth and legacy for retirement, unexpected instability, and generations to come.

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 clients don’t need cookie cutter solutions. They need sophisticated, bespoke expertise garnered from nearly three decades of building on the family office model.

Lido’s Family Office Model

In 1995 Lido Founder Greg Kushner brought together professionals from some of the wealthiest family offices, generating breakthrough ideas in investments, tax strategy, and estate planning that have become the standard for wealth management today. He began the groundbreaking consortium of family offices, and he was joined in 2009 by Jason Ozur who brought his own in-house family office experience, to create the family office model. Their and others’ collective work built the foundation which continues to provide investment opportunities for Lido clients beyond the small use case of a select few.

About Lido

Office

A holistic approach

Our multi-family office style includes advanced financial planning with due consideration to estate and tax concerns. Our network of tax and legal professionals stand ready to assist our clients with personalized legal and tax advice

An alternative strategy

Vetted by our dedicated investment management and trading team, our clients have access to exclusive investment opportunities from our deep relationship with family offices, as well as traditional stock, bond and options strategies.

A personal touch

Every client has immediate access to a personalized team of advisors - wealth managers, tax advisors, financial planners and beyond.

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.

To protect, grow, and preserve.

Lido is one of the nation’s fastest-growing private wealth management companies, with over $11 billion in assets under management and offices throughout the United States.

11.1
Billion Dollars Managed
23
Years in Business
151
Employees
28
Offices Nationwide

Information as of 09/30/22

Team Spotlight

Our talented team and network of affiliated professionals collaborate to share their extensive knowledge and deep experience with vision and creativity.

Alexandra Browne - Chief Development Officer
Double Inverted

Lido leverages its extensive family office network to provide clients with access to uniquely sophisticated investment strategies.

Alexandra Browne

Chief Development Officer

We help our clients navigate the complexities of their wealth so they can focus on what matters most to them.

Stuart Katz

President, Wealth Management Division

Stuart Katz-President, Wealth Management Division

The Lido Perspective

The latest advice, updates, and insights from our team of wealth advisors.

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