People
Pages
Locations
Insights
About Lido Advisors
Since the beginning, we have served entrepreneurs, executives, and multigenerational families who require complex wealth management solutions and unbiased advice to grow and preserve their wealth.
RAUM
Offices Nationwide
Years in Business
Lido Advisors was recognized in 2025 by Barron’s and Forbes across several industry rankings, including Barron’s Top 100 RIA Firms, Forbes America’s Top RIA Firms, and Forbes Best-In-State Wealth Advisors. These rankings evaluate registered investment advisors using criteria determined by each publisher and their research partners. Lido Advisors did not pay a fee to be considered for these rankings, though licensing fees may be paid after selection to use the award materials in marketing. View full disclosures.
Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles, with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth.
As fiduciaries, we help our clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our integrated platform, Lido One, brings together specialists across every discipline of wealth management, including investing, tax planning, and trust and estate planning, helping to ensure that every recommendation we make is rooted in integrity and attuned to your full financial picture.
Your financial outcomes depend on how consistently your advisors seize opportunities and avoid the costly mistakes that happen when no one is looking at the whole picture. Lido One brings together investment, tax, estate, and planning specialists to deliver better-informed, more effective financial planning.
Our long-standing network of institutional relationships opens doors to private equity, private credit, and exclusive co-investment opportunities that are typically out of reach for all but the largest investors. By aggregating client capital, we lower minimums and expand what’s possible.
Rather than outsourcing your portfolio to third-party managers, Lido primarily implements proprietary investment strategies in-house. This gives us greater control, deeper transparency, and more leverage over fees.
We are legally and ethically obligated to act in your best interest, so you can trust the integrity of our advice. We don’t earn commissions. We don’t sell products. And we offer full transparency about our fees and any potential conflicts of interest.
our name
Lido Advisors was recognized in 2025 by Barron’s and Forbes across several industry rankings, including Barron’s Top 100 RIA Firms, Forbes America’s Top RIA Firms, and Forbes Best-In-State Wealth Advisors. These rankings evaluate registered investment advisors using criteria determined by each publisher and their research partners. Lido Advisors did not pay a fee to be considered for these rankings, though licensing fees may be paid after selection to use the award materials in marketing. View full disclosures.
Greg Kushner founded Lido Advisors in 1999 after years advising families with complex financial needs within a consortium of family offices. In that work, he saw a defining pattern: the families who were best served were not just well-invested, they were well-coordinated. Every part of their financial lives required more than just investment management.
Today, Lido offers any family or individual whose financial life demands such care the capabilities that define a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk. As legal fiduciaries, we are obligated to act in your interest, and we have built the firm around that principle.
25+ Years of Full Market Cycles
Experience is a competitive advantage. Our advisors have guided clients through dot-com collapses, the 2008 financial crisis, a global pandemic, and multiple market dislocations.
Family Office Heritage
Comprehensive Planning Is the Foundation
Infrastructure That Grows With You
As wealth grows, so does complexity. Lido provides the operational infrastructure (tax coordination, estate-planning integration, risk management, alternative investments, and trust services) that sophisticated clients require.
An Investment Platform Built for Optionality
Our investment platform is designed to give clients choices, including institutional-quality alternative investments, private credit, real assets, and custom solutions not available on traditional platforms.
Proprietary Risk Management
We take a proactive, customized, and innovative approach to protecting what clients have built. Risk management at Lido is embedded in every portfolio and tailored to every client’s unique circumstances.
Technology Enhanced. Human Directed.
We embrace technology as a force multiplier for our advisors and our clients. But the judgment, relationships, and accountability will always be human.
Lido is particularly well-suited for:
Planning for a sale, succession, or post-liquidity life and making sure every dollar of a transaction works as hard as possible.
Preserving and growing wealth across generations while establishing an enduring legacy through coordinated estate planning, trust structures, and family governance.
Navigating RSUs, stock options, deferred compensation, and concentrated equity positions with tax-aware precision.
From inheritance and divorce to liquidity events and late-career planning — when complexity spikes, coordination matters most.
At Lido, we are wealth managers, not money managers. The terms sound similar, but they’re very, very different.”
Brian Haloossim
President
Lido One is a single, integrated platform combining all of the outlined services, but not all the services are provided by Lido Advisors, LLC (“Lido”). Lido does not provide legal or tax advice or trustee services. Lido’s affiliates, including, but not limited to, Lido Tax, LLC (“L-Tax”), Enterprise Trust & Investment Company, Enterprise Trust Company (“Enterprise Trust”) and affiliated third-party legal professionals will, upon request, provide formal legal, tax, and/or trustee services for Lido’s client under separate agreement. Prospects and clients are urged to seek the advice of their own independent counsel or tax professional should such services be required.
Your Global Privacy Control preference has been recognized. Your opt-out request has been honored.
