Advanced Wealth Planning

*Estate planning services are provided through a strategic partnership with a trusted third-party law firm. They are the source of the information herein. Lido Advisors, LLC is not licensed to, nor does it, provide legal advice or services. Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services.

Anticipating Tomorrow

A life well planned begins with empathetic understanding, combined with sophisticated wealth consulting and innovative investment management. Lido Advanced Wealth Planning is the collaboration of our in-house financial planners, affiliate certified public accountants, and external estate and trust attorneys with whom we maintain a preferred referral relationship.

We are with you and your family every step of the way. Our team of professional advisors partners with you to chart a course for your financial life and proactively recommend adjustments as circumstances change. As “life happens,” we draw on our vast experience consulting for others who have traveled a similar path to help guide you and your family toward your goals.

The Lido Advanced Wealth Planning team, including our preferred partners, has extensive experience and provides the following services:

• Multi-Generational and Legacy Planning
• Financial Literacy and Education
• Stock Option Planning
• Cashflow Strategies
• Legacy and Multi-generational Planning
• Wealth Protection Strategies
• Long-Term Care Planning
• Tax Consulting*
• Tax Return Preparation*
• Estate and Trust Planning*
• Drafting of Trust Documents*
• Consolidation of Personal Net Worth Statements
• Pre-Transaction Planning
• Qualified Small Business Stock (IRC section 1202) Planning
• Philanthropic Planning

We are with you and your family every step of the way.