Lido Advisors

Lido Advisors is a wealth management firm that offers a holistic approach to financial advisory services, catering primarily to high-net-worth individuals and families. Operating within the wealth management market, Lido Advisors employs a multi-family office model, which means they provide a range of services typically reserved for single-family offices but to multiple clients. These services include advanced financial planning, estate planning, and tax advisory, all tailored to the unique needs of each client. The firm leverages nearly three decades of expertise to offer sophisticated and personalized strategies aimed at protecting, growing, and preserving client wealth.

Lido Advisors generates revenue through fees charged for their advisory services, which may include a percentage of assets under management (AUM) and other performance-based fees. The firm also provides access to exclusive investment opportunities, thanks to their deep relationships with other family offices and a dedicated investment management team. This allows clients to invest in both traditional assets like stocks, bonds, and options, as well as alternative investments.

Clients of Lido Advisors benefit from a highly personalized service that includes access to a network of tax and legal professionals, ensuring comprehensive support for all aspects of their financial lives. The firm has been setting and shaping the standard for modern wealth management since its inception in 1999.

Keywords: wealth management, high-net-worth, financial planning, estate planning, tax advisory, multi-family office, investment opportunities, personalized service, asset management, bespoke strategies.