Lido was created from a consortium of family office advisors who came together to share strategies for wealth protection and management. Our clients can expect a new style of wealth advisory, with access to alternative investment opportunities, as well as more traditional strategies.
Lido advisors know their clients on a first name basis, and each has a team of wealth managers, tax advisors, financial planners and more to support their comprehensive wealth management needs. We take a proactive and holistic approach to wealth advisory – constantly aiming to protect, grow and preserve clients’ legacies for future generations.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
The Lido Story
Since 1999, Lido has been driving to set and shape the standard for modern wealth management. Deep relationships with wealthy family offices across the country provide our clients with exclusive access to investment opportunities without the traditional barriers to entry.
Four years before it was founded, the seed for Lido was planted when founder Greg Kushner brought together leading advisors from some of the wealthiest family offices in Los Angeles. These informal meetings created a wealth of knowledge, together sharing insights and strategies for wealth protection, growth, and management.
These meetings generated breakthrough ideas in investments, tax strategy, and estate planning that have helped set the standard for wealth management today. Lido began when Kushner realized that the insights from these meetings could be applied beyond the small use case of a select few Los Angeles families,and has expanded its reach under Jason Ozur’s strategic leadership.
Today, Lido is a nationwide wealth advisory firm that applies the family office experience to create bespoke investment and wealth management strategies for a range of high-net-worth individuals and families.
Lido provides access to exclusive funds from the most elite investment circles from Wall Street to Silicon Valley, allowing clients to invest in asset classes typically reserved for the wealthiest investors.
From Los Angeles to Dallas, Boca Raton to Chicago, Lido advisors engage with clients to work to ensure their financial future is secure.
Lido’s fierce dedication is reflected in its use of complex investment models, sophisticated financial planning, and unique opportunities.
Lido advisors strive to protect, grow, and preserve their clients’ wealth using Lido’s unique family office style.
The Family Office Style
Lido clients benefit from a highly personalized, sophisticated, family office style of wealth management. We proactively work for and with our clients to protect and grow their legacy.
Traditionally, the family office includes a team of advisors in tax, estate planning, investments, wealth management and more. It creates and executes alternative and traditional investment strategies to protect and grow clients’ assets.
Historically, the family office model has been exclusively accessible to the very wealthiest of our world. But the family office value model hasn’t been inclusive.
Lido has worked consistently to change that.
Lido’s team of experienced wealth managers provides the family office experience to a wide audience of high net worth individuals. Lido advisors work in nationwide teams to bring our clients the strategies and personal touch of a family office.
That's why Lido clients have trusted over $20 billion of their regulatory assets under management to us.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
