Lido One: Integrated, coordinated, comprehensive
Our clients are entrepreneurs, executives, and dynamic families with far-ranging personal, professional and multi-generational goals. We step up to meet their wealth management needs with coordinated, cross-functional plans of action.
Financial & Estate Planning
Intensive long-term planning with sophisticated analytics that incorporate investment, tax, and legacy objectives into an integrated plan. Our planning professionals deliver a clear, actionable path for achieving your goals.
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.
Investment Management
The investment needs of high-net-worth investors and families may demand specialized insight and expertise beyond traditional strategies. Our experience with alternative investments, in-house investment capabilities, and extensive network of private credit and private equity sources lets us focus on our best thinking with efficient customization and exclusive opportunities.
Tax Consulting & Preparation
Tax exposure is not a once-a-year concern. Our affiliated tax professionals look beyond this year’s taxes to assess liability years ahead. They work to structure tax exposure including optimizing deferred compensation, corporate equity awards, and the sale of complex assets. They take a proactive role collaborating on investments, legacy planning, and philanthropy.
Tax services are provided through affiliate organization L-TAX, LLC. Lido Advisors, LLC is not licensed to, nor does it, provide tax advice or services.
Trust Services
Taking care of the next generations or supporting causes you believe in takes more than a few legal documents. Our affiliated trust professionals and preferred partners bring engaged expertise and proactive approach to creating, managing, and settling your trust and meeting your vision.
Estate planning services are provided through a strategic partnership with a trusted third-party law firm. They are the source of the information herein. Lido Advisors, LLC is not licensed to, nor does it, provide legal advice or services.