Lido Insights

26 April 2024

Ken Stern on WealthTalk

Lido Advisor’s President, Ken Stern spoke with Tom Burroughes, Group Editor at Family Wealth Report for their April 26th edition of WealthTalk, diving into Lido’s perspective on asset management, asset allocation, and investment considerations. Family Wealth Report provides business intelligence on the world of North American family wealth.

Ken shared, “Lido Advisors is a Wealth Management firm. We work with families that are dynamic and curious, and focused on what we’ll call multi-generational planning.” You can catch the whole interview here:

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