Lido Advisors
You’re different. That’s why we’re different.
Lido Advisors offers comprehensive wealth management for high-net-worth individuals, integrating financial, tax, estate, and investment strategies.
About
Lido Advisors, LLC provides holistic wealth management services designed for high-net-worth individuals and families. With over $42.5 billion in regulatory assets under management and a presence in 40+ U.S. offices, Lido integrates financial, tax, estate, and investment strategies into a single, collaborative approach.
The firm’s signature family office model, Lido One, brings together professionals from multiple disciplines to manage clients’ wealth with a comprehensive vision, leveraging in-house investment capabilities and an extensive network to access specialized investments. Lido emphasizes proactive, personalized service and partners with affiliated professionals for tax and legal advice, ensuring clients can focus on their most important goals while navigating the complexities of their financial lives.
Services
Financial & Estate Planning
Goals-oriented, advanced analysis that integrates investment, tax, and legacy objectives into a single plan.
Investment Management
Outcome-based customized strategies designed for challenges beyond the scope of traditional portfolios.
Tax Consulting & Preparation
Look beyond this year’s taxes to project liability, structure tax exposure, and consult on tax advantaged investing.
Trust Services
Help secure legacies through trust administration, family governance, and philanthropic consulting.
