With his experience overseeing the financial affairs for an ultra-wealthy family in Beverly Hills (a family office), Greg Kushner founded Lido Advisors in 1999 with the goal of ensuring that his clients are “fiscally fit” with a healthy financial portfolio in all areas of their lives. He believed that all investors, regardless of the size of their portfolio, should enjoy the family office approach to wealth management. It is this comprehensive approach to the management of all aspects of wealth that drives Greg and the Lido team today.
Greg works with investments and strategy for ultra-high net-worth investors and family offices to provide objective and personal financial solutions and multi-generational planning. In addition to his current role as Chairman, Greg continues to serve client relationships as an investment advisor representative of Lido, including all aspects of managing their wealth.
Prior to founding Lido Advisors, Greg founded Lido Consulting, in 1995 to provide consulting services for ultra-high net-worth family offices. Services include implementing best practices within the family office structure, extending to all facets of running and maintaining a family office. The firm provides resources on several topics important to the effective management of wealth. Lido Consulting hosts many “invitation-only” events for the family office industry every year where Greg acts as Conference Chairman and moderator. Topics include investment strategy, economic outlook, risk management, family office creation and management, charitable giving, asset allocation, and updates regarding the impact government and political activities impacting the ultra-high net worth community. Greg has a passion for sharing his financial knowledge and previously co-hosted a weekly radio show about investing and personal finance on KABC AM-790. He also was selected to be the Keynote Speaker at a previous AM-870 Annual Wealth Summit and speaks regularly on issues relating to the management of substantial wealth and is nationally known as a leader in the Family Office industry. Greg also is a featured speaker annually for Pepperdine University’s Graduate School of Business Certificate in Financial Management for the Family Office program including courses on due diligence, investments, and asset allocation among other topics. In addition to these speaking roles, Greg periodically shares his insights with the public as a Forbes Finance Council contributor.
Greg earned a Bachelor of Science degree in Business Administration from University of Southern California. Greg is also a licensed Certified Public Accountant.* Greg is active in the community, volunteering his time as well as serving as a Board member of local charities that benefit at-risk children and individuals experiencing homelessness as well as serving as Chief Financial Officer of a private family foundation that provides substantial grants to veteran’s causes throughout the United States routinely making grants in excess of $250,000 annually.