News, Press, & Our Perspectives | Lido Advisors

Tax

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Insights

Green Book Hot Topics: Individual Tax

September 2021

By William Coughlan, LTax Consulting

Investments

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Insights

Why ESG Investing Is A Megatrend

August 2021

By Gina Sanchez, Chantico Global

Gina Sanchez-Chantico Global

Planning

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Insights

How Healthcare Trends Are Changing In A Post-Pandemic World

July 2021

Planning

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Insights

Liquidity Events for Founders

July 2021

By Dani Comart, Senior Wealth Manager

Dani Comart-Senior Wealth Manager

Planning

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Insights

How To Construct Your Family Finances As The Sophisticated Family Offices Do

June 2021

By Greg Kushner, CPA<sup>*</sup>, Chairman

Greg Kushner, CPA<sup>*</sup>-Chairman

Investments

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Insights

Investment Planning Considerations: Real Estate

June 2021

By Jason Ozur, CPA<sup>*</sup>, Chief Executive Officer

Jason Ozur, CPA<sup>*</sup>-Chief Executive Officer

Planning

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Insights

Don’t Leave Your Finances to Chance: What C-Suite Executives Should Do To Prepare For a Post-COVID Economy

May 2021

By Colin Grover, CFP<sup>®</sup>, Senior Wealth Manager

Colin Grover, CFP<sup>®</sup>-Senior Wealth Manager

Planning

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Insights

All In The Family

April 2021

By Scott Berman, CRPC<sup>®</sup>, Senior Wealth Manager

Scott Berman, CRPC<sup>®</sup>-Senior Wealth Manager

Investments

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Insights

Preparing for Rising Interest Rates

March 2021

By Jeffrey Kaufmann, Senior Wealth Manager

Jeffrey Kaufmann-Senior Wealth Manager