Investment News Profiles Lido’s CEO
“When you see one family office,” says Jason Ozur, CEO of Lido Advisors and a key figure in driving the firm’s growth, “You’ve seen one family office.”
The quote is from a new Investment News profile, From CPA to CEO, February10, 2025, in which he discusses his personal path, Lido’s growth, and the family office philosophy that drives the firm’s mission. His point is that family offices cannot be commoditized. They need to embody the dynamics, circumstances, and specific needs of each family.
In the article, Ozur credits his experience as a member of a substantial family office for shaping the philosophy that guides Lido. “Coming to every meeting without preconceived notions,” he explains, is critical for “recognizing and respecting the uniqueness of each family. [It] ensures that we provide truly personalized solutions and build meaningful, lasting relationships.”
Translating a nuanced understanding of each client and family into a holistic plan is a key differentiator for Lido, Ozur credits. “The integration of essential services [is] directly accessible to our clients through what we call the Lido One model.” He describes it as a comprehensive approach that incorporates wealth management, financial and estate planning, tax consulting and preparation, trust services, and a proprietary investment platform that offers both traditional and alternative investments.
Looking ahead to more thoughtful expansion
Since joining Lido in 2009, Ozur, a former CPA turned CFO, has helped guide Lido’s growth through thoughtful partnerships and expansion to national presence with over 300 employees and $29 billion in regulatory assets under management. He remains committed to expanding Lido’s footprint and adding talent.
“As a former accountant,” he said, “I’m mindful of the importance of disciplined valuations.” His vision goes beyond the financial metrics and long-term sustainability when seeking new partners. “The toughest part of my role as CEO is ensuring that we maintain our unique culture and high standards of client service as we grow.”
He expects continued growth this year, but promises, “We must never compromise on the quality of our people or our commitment to excellence.”
Read the Investment News article here: https://digitaledition.investmentnews.com/february-10-2025/page-20