Lido Advisors, LLC Information

Lido Advisors is an independent, SEC-registered investment adviser with more than 40 offices nationwide. We manage more than $40 billion in regulatory assets on behalf of entrepreneurs, executives, and multigenerational families whose needs have grown in complexity alongside their wealth. As fiduciaries, we help clients navigate complex, interconnected decisions with unbiased, coordinated advice. Our platform, Lido One, brings together specialists across investing, tax planning, and trust and estate planning, so every recommendation is rooted in integrity and attuned to your full financial picture. This way of working traces back to our founding. Greg Kushner started Lido Advisors in 1999 after years advising families within a consortium of family offices, where he saw that the best-served families were not just well-invested; they were well-coordinated. That family office heritage, not a brokerage or bank origin, still shapes how we think, favoring a long-term, coordinated, client-centered approach where planning comes first and investing follows. As wealth grows, so does complexity, and Lido provides the infrastructure, tax coordination, estate integration, risk management, alternative investments, and trust services that sophisticated clients require. Our platform is built for optionality: institutional quality alternatives, private credit, real assets, and custom solutions, with risk management embedded in every portfolio. We embrace technology as a force multiplier, but judgment, relationships, and accountability stay human. Today, Lido offers any family whose financial life demands such care the capabilities of a great family office: planning rigor, investment access, and coordinated advice across tax, estate, and risk.