Lido Advisors

About Lido Advisors

Lido Advisors is a private wealth management and advisory firm focused on high-net-worth individuals, families, charities, and institutions. The firm offers holistic services including financial and estate planning, investment management, tax consulting, and trust services, combining in-house expertise with affiliated partners. Headquartered in Los Angeles with a nationwide presence, it emphasizes a family-office style, personalized service, and multidisciplinary collaboration to protect, grow, and preserve wealth. The firm notes over 25 years in business and access to a broad range of sophisticated investment strategies, with tax and legal services provided through affiliates or strategic partners.