Big news! Lido is partnering with Avitas Wealth Management, a leading Southern California RIA with over $1.1 billion in RAUM (as of 9/30/2024). “We’re excited to welcome the Avitas team to Lido. Their dedication to providing a bespoke wealth management experience for multigenerational families aligns perfectly with our own commitment to delivering personalized, high-impact solutions,” said Ken Stern, CFP®, President of Lido. Learn more here:
Lido Advisors, LLC
Financial Services
Los Angeles, CA 4,015 followers
Lido’s mission is to provide clients with advanced wealth management and comprehensive, holistic financial services.
About us
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CSNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. 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.
- Website
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https://www.lidoadvisors.com/
External link for Lido Advisors, LLC
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Los Angeles, CA
- Type
- Privately Held
- Founded
- 1999
- Specialties
- Alternative Investments, Asset Allocation, Family Office Development, Legacy Planning, Professional Wealth Services, and Risk Management
Locations
Employees at Lido Advisors, LLC
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Jeffrey Westheimer, JD
Senior Managing Director @ Lido Advisors, LLC | Tactical Asset Allocation
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Jordan Greenhouse
Lido Advisors-Chief Growth Officer
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Brian Reisner
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Josh Miller, CERTIFIED FINANCIAL PLANNER™
Independent Financial Advisor, Fiduciary, Wealth Manager Northern Colorado | Financial Services
Updates
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We're thrilled to share that Managing Director Stasia Washington appeared on @Citywire RIA at Schwab Impact, emphasizing the commitment to facilitating philanthropic giving for clients and Schwab Charitable's transition to ‘DAFGiving 360’. Watch her insights here: https://bit.ly/3B6LrGm
Stasia Washington, managing director at Lido Advisors, LLC, walks audience development's Reagan Darrah through the Schwab Charitable transition to 'DAFGiving 360.' With a new name and focus, Stasia emphasizes the commitment to facilitating philanthropic giving for clients. Stay tuned for more of Citywire RIA's video content at #SchwabIMPACT. #CitywireRIA Arielle Shternfeld Amelia Holland Citywire USA
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Our President, Ken Stern recently appeared on Citywire RIA discussing Lido’s year of intentional growth and the impact of changing interest rates on the firm’s approach to M&A. “For the last several years, Lido has been sitting back and being very, very thoughtful about where and with whom we can partner,” Stern said. Watch the full video here: https://bit.ly/4fzkzhk
President of Lido Advisors, LLC, Ken Stern, joins audience development's Arielle Shternfeld to reflect on a year of intentional growth. Watch below to see Ken delve into the impact of changing interest rates on the firm's approach to M&A, and more. Keep up with Arielle Shternfeld and Reagan Darrah on Citywire RIA for more video content from #SchwabIMPACT! #CitywireRIA Citywire USA Amelia Holland
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CEO Jason Ozur was a featured panelist alongside Kristen Oliveri and Joe McLean on the "Unlocking the UHNW Market: Secrets to Attract & Serve Elite Clients" panel at Future Proof, sharing key insights on Lido’s point of view in the space.
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The volatility in this season will continue into October, says Lido's Ken Stern on CNBC https://shorturl.at/tG6QZ
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We are delighted to share that two of our team members have been named to the Forbes 2024 Top Next-Generation Wealth Advisors Best-In-State lists. Erica Ghotra was highlighted for her work in Southern California, and Michael Karsa in Chicago, Illinois. Michael was also recognized as one of America’s Top Next-Gen Wealth Advisors. “We are incredibly proud of [Michael and Erica’s] achievements and the impact they continue to make in the industry,” said Jason Ozur, CEO, Lido Advisors, “Their dedication, expertise, and commitment to our clients exemplify the core values of Lido.” Please join us in congratulating Erica and Michael on their extraordinary achievements! Read more here: https://shorturl.at/06nXn #Forbes #BestInState #LidoAdvisors
Forbes' Top Next-Gen Wealth Advisor Rankings Highlight Two of Lido’s Finest
lidoadvisors.com
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Chief Market Strategist, Walker Williams, recently appeared on Schwab Network discussing the current state of the Yen Carry trade, sharing that there is more to watch out for in the coming weeks, and the development of China's economy. Watch the full segment here: https://bit.ly/3WZWSb1
"It's Hard to Say That We're Completely Through the Woods:" Yen Carry Trade Aftermath | Schwab Network
schwabnetwork.com