Advisorpedia captured something core to who we are at Lido: planning comes first - with a thoughtful use of AI and technology, a culture-driven approach to M&A, and a family office mindset that genuinely fits the way people live today.
Henry Hagenbuch did a fantastic job discussing how we support families and advisors with a planning-led, family office style approach. It’s how we’ve scaled our family office roots while keeping the experience personal, coordinated, and outcome-driven.
If you’re interested in where modern wealth management is heading, read the full piece here: https://www.advisorpedia.com/future-of-advice/lido-advisors-family-office-playbook-planning-led-tech-enabled-and-built-for-complex-lives/
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