Lido One. Brilliantly simple.
Lido One integrates investments, tax, estate, and financial planning into a single, coordinated strategy to help eliminate gaps and uncover missed opportunities.
More success shouldn’t mean more headaches.
Success often brings more complexity, leaving high-net-worth individuals, business owners, and executives stuck coordinating advisors and managing details themselves. Lido One brings every part of your financial life together through coordinated planning, so your advisors work in sync and you get back more of your time.
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A growing financial life needs more than isolated advice.
For affluent individuals, business owners, and executives, wealth touches everything from cash flow and investments to taxes, estate planning, and major life decisions.
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Fragmented planning can create friction.
When advisors operate independently, important details can be missed. Too often, the job of connecting the dots falls to the one person who should not have to do it: you.
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Coordination changes everything.
Stronger outcomes come from a strategy built around the full picture, not disconnected pieces. When advice is aligned, decisions become clearer and opportunities are easier to act on.
Our job is to connect the dots across your financial life, so you do not have to.”
Alexandra Browne
Senior Managing Director, Chief Development Officer
How We Work with You
01
Analyze
We assess your current financial health across the key disciplines of financial planning, investment management, trust and estate planning, and tax planning. What is working well? What could we improve? Where are the gaps? And most importantly, what does success look like?
02
Recommend
Your advisor, backed by a deep bench of Lido’s financial specialists, will assemble the precise combination of services, resources, and talent to address your needs. Your Lido One solution will be unique to you.
03
Deliver
We implement your strategy and continuously refine it over time, regularly reviewing progress and adjusting to reflect changes in markets and your personal circumstances, helping you close the rings and keep them closed as your needs evolve.
Multiple Disciplines. One Clear Focus.
Your financial life is unlike anyone else’s. Lido matches your circumstances to the right mix of fiduciary expertise to create a customized solution.
Each ring reflects a key area of your financial life, showing where you stand and where greater alignment can create better outcomes.
Financial Planning
Investment Management
Trust & Estate Planning
Tax Consulting & Preparation
Maxine, 50
Executive. Investing $3M and managing a significant holding in company stock from vested RSUs.
Needs: Investment management, tax strategy, concentrated stock program.
Aidan, 38
Business Owner. Selling a business worth $50M and has a young family.
Needs: Exit planning, qualified small business stock (QSBS) optimization strategy, and trust and wealth transfer vehicles.
Helen, 62
Retiree. Contemplating deepening her commitment to philanthropy and funding grandchildren’s college tuition but worried about maintaining her lifestyle.
Needs: Financial planning, philanthropic planning, trust and estate advice.
Your financial life is unlike anyone else’s. Lido matches your circumstances to the right mix of fiduciary expertise to create a customized solution.
Each ring reflects a key area of your financial life, showing where you stand and where greater alignment can create better outcomes.
Lido One brings it all together.
Lido One brings coordinated planning to every part of your financial life, so your plan is continuously aligned with the complete picture.
Financial Planning
- Treat your family like a business with outcome-based plans and KPIs
- Pre-transaction planning
- Multi-generational planning
- Coordinate implementation with counsel and other professionals
Investment Management
- Holistic guidance around balance sheet
- Portfolio management
- Analysis of outside investment opportunities
- Custom co-investment opportunities
- Custom hedging strategies
- Robust alts platform
Trust & Estate Planning
- Primary & successor trustee services
- Liquid and illiquid assets
- Nevada trustee capabilities
Tax Consulting & Preparation
- Individual tax plans for clients
- Analysis of personal and entity returns for clients and prospective clients
Family Dynamics
- Enhanced communication related to family wealth
- Governance
- Rising generations
- Philanthropic advisory services
Client Reporting & Family Engagement
- Bill Pay & bookkeeping
- Consolidated reporting
- Liquidity analysis
- Insurance Planning
A Unified Team Working for You
Request an Introduction
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.