About Lido Advisors, LLC
At Lido Advisors, we have dedicated ourselves to providing exceptional wealth management services tailored to the unique needs of high-net-worth individuals and families. With a distinctive family office model, we bring a holistic approach to managing our clients' financial lives. Our journey began over 25 years ago, rooted in the principles and practices established by ultra-wealthy families. Today, we leverage our extensive expertise to guide clients through complex financial landscapes, ensuring that every aspect of their wealth is diligently managed.
We offer a comprehensive suite of services, including investment management, estate and legacy planning, tax consulting, and trust administration. Our experienced advisors collaborate closely with clients to develop customized strategies that align with their goals. Whether it's through our advanced financial planning tools or our proprietary investment platforms, we prioritize our clients' needs while emphasizing confidentiality and trust.
FAQs
- When was Lido Advisors, LLC founded?
- Lido Advisors, LLC was founded in 1999.
- Who is the CEO of Lido Advisors, LLC?
- Jason Ozur is the CEO.
- What industries or markets does Lido Advisors, LLC operate in?
- Lido Advisors, LLC operates in the following markets: Wealth Management, Financial Services, Investment Management, Estate Planning, Tax Consulting, Trust Administration, Family Office Services, High Net Worth Individuals, Legacy Planning, and Financial Planning Tools.
- How many employees does Lido Advisors, LLC have?
- Lido Advisors, LLC has 201-500 employees.
- Where does Lido Advisors, LLC have employees?
- Lido Advisors, LLC has employees in United States.
- Does Lido Advisors, LLC support remote work or working from home?
- Yes, Lido Advisors, LLC is a remote-friendly company.
- Does Lido Advisors, LLC offer a four-day work week?
- No, Lido Advisors, LLC does not offer a four-day work week.
- What is Lido Advisors, LLC's website?
- Lido Advisors, LLC's website is lidoadvisors.com.
United States
