Welcome to Lido Advisors

Lido utilizes experience, creativity, and independence to
grow, maximize, and protect our clients’ assets and legacies.

  • LIDO ADVISORS ANNOUNCES VIVEK DHAYAGUDE AS CHIEF TECHNOLOGY OFFICER

  • LIDO ADVISORS ANNOUNCES STACY BEATTIE AS CHIEF OPERATING OFFICER

  • LIDO ADVISORS NAMED TO BARRON'S 2021 TOP RIA FIRMS

  • SENIOR MANAGING DIRECTOR MICHAEL J. KARSA NAMED TO FORBES’ 2021 500 TOP NEXT-GEN WEALTH ADVISORS

  • CHARLESBANK CAPITAL PARTNERS INVESTS IN LIDO ADVISORS

  • 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.

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.

Investment Management & Asset Allocation

Advanced Wealth Planning

Estate & Legacy Planning

Tax Preparation & Consultancy

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.

Knowledge. Experience. Tenacity.

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

News & Press

Making Family Offices Your Go-To Source of Capital | CFO Dive

Lido Advisors Announces Vivek Dhayagude as Chief Technology Officer

Lido Advisors Announces Stacy Beattie as Chief Operating Officer

LIDO INSIGHTS | The Case For Dividends | May 2022

Published 05-25-2022

MARKET UPDATE | Fed Acompli | May 2022

Published 05-11-2022

MARKET UPDATE | Ups & Downs | April 2022

Published 04-12-2022

LIDO AUDIO

Lido’s Greg Kushner discusses optimal financial strategy.

Listen Now