
201 - 500 employees
Founded 1999
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🔥 5 hours ago
Conversion Specialist migrating acquired advisory teams’ reporting and portals to Lido Advisors’ Addepar platform. Coordinating data audits, integrations, training, and executive-level conversion timelines.
🕒 August 11
Paraplanner supporting financial plan development, research, and client meeting preparation. Assisting Lido Advisors’ wealth management team with client data and plan updates.
🕒 July 21
Senior Trust Officer at Lido Advisors leading strategic direction for Nevada trust business. Ensures compliance and administers trusts effectively while enhancing client relationships.
🕒 June 25
Financial Planner developing advanced wealth plans for Lido Advisors’ high-net-worth clients. Preparing planning cases, updating financial plans, and supporting business development.
🕒 June 12
Senior Vice President delivering comprehensive estate and financial planning for $15M–$50M net-worth clients. Building family relationships and supporting complex high-net-worth planning needs.