Built for Complexity
Lido’s services are designed to support clients at every phase of their financial lives, no matter how their needs change or how complex they become. We work particularly well with:
Everything Your Financial Life Requires. All Working Together.
Lido’s services span every discipline of wealth management, including investments, planning, taxes, and trust and estate. And because every specialist works as part of a single coordinated team, we can help you seize opportunities and avoid the costly mistakes that happen when no one is looking at the whole picture. That’s Lido One: the integrated platform that helps ensure every recommendation we make is attuned to your full financial ecosystem.
Our Services
Financial Planning
Most people have financial goals. Far fewer have a plan specific enough to achieve them. Lido’s advanced wealth planning sets executives, business owners, and multigenerational families on a clear path from where they are to where they want to be with proactive strategies that adapt at the speed of life.
Investment Management
Lido’s investment specialists build and manage custom portfolios in-house, drawing on institutional-caliber research, a broad range of asset classes, and proprietary strategies designed to grow your wealth over the long term.
Trust and Estate Planning
Building wealth is one challenge. Preserving it across generations is another. Lido’s trust and estate specialists work with you to structure your estate, establish trusts, and develop a legacy plan that reflects your values, protects your heirs, and minimizes the tax burden of transferring what you’ve built.
Tax Consulting and Preparation
How much you keep depends as much on your tax strategy as on your investment returns. Lido’s in-house tax professionals work year-round to identify opportunities, minimize liabilities, and ensure that every financial decision is made with consideration of its tax implications.
Women's Wealth Advantage
There’s a difference between empathy and lived experience. Lido’s specialized team of women advisors understands your needs because we share them.
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Entrepreneurs and business owners
From equity compensation and business succession to post-liquidity planning, we help business owners translate the value they’ve built into lasting personal wealth.
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Senior executives
Complex compensation structures such as RSUs, stock options, deferred pay, and concentrated positions require coordinated management across investments, taxes, and planning. We specialize in it.
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Multigenerational families
Preserving and growing wealth across generations demands more than good investments. We bring together estate planning, trust structures, and investment strategy to protect your family’s legacy.
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Individuals navigating major transitions
Whether you’re preparing for retirement, managing an inheritance, navigating a divorce, or approaching a liquidity event, Lido provides the coordinated guidance to make the most of what’s next.
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.